Caitlin Mikaela Sharp
Investment adviser representative at Gentry Private Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$307.7MFirm assets
Are you Caitlin Mikaela Sharp? 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
11 years in the industry.
- Gentry Private Wealth, LLCSep 2025 to now
- Intrust BankJun 2020 to Aug 2025
- Kansas State UniversityAug 2017 to May 2020
- Kinsley High SchoolSep 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Gentry Private Wealth
Legal name: Gentry Private Wealth, LLC
$307.7MAssets managed
257Clients
4Advisers
4 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
- 8164594
- Firm CRD
- 323208