Kaitlyn Rothaus
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
Are you Kaitlyn Rothaus? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCJan 2026 to now
- Mosaic Asset PartnersSep 2023 to Jan 2026
- Johns Hopkins UniversityOct 2017 to Aug 2023
- The Seed School of MarylandSep 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7807807
- Firm CRD
- 283330