Kaitlyn Natividad
Investment adviser representative at Advisory Alpha, LLC
10 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Advisory Alpha, LLCApr 2025 to now
- Fifth Third BankJun 2024 to Apr 2025
- University of ToledoAug 2020 to May 2024
- Cress Creek Country ClubMay 2018 to Aug 2020
- EducationJul 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 8304247
- Firm CRD
- 158282