Kaitlynn Ann marie Burnett
Investment adviser representative at Avier Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avier Wealth AdvisorsJan 2024 to now
- Key BankMay 2023 to Jan 2024
- NikeOct 2021 to Mar 2022
- StarbucksMay 2021 to Oct 2021
- Avier Wealth AdvisorsJan 2021 to May 2023
- AmazonSep 2020 to Oct 2021
- Seattle Pacific UniversitySep 2019 to Mar 2023
- Dutch Bros. CoffeeJul 2017 to Sep 2020
- Thomas Jefferson Charter SchoolApr 2016 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avier Wealth Advisors
Legal name: Ram Investment Partners, LLC
$1.2BAssets managed
583Clients
16Advisers
14 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
- 8260677
- Firm CRD
- 161077