Carolyn Kitzel

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 01/2020
  Capital Wealth Advisors
  Naples, FL
• 09/2015 → 10/2017
  Ck Consulting
  Miami, FL
• 10/2017 → 04/2018
  Regions Trust & Wealth Management
  Miami, FL
• 02/2020 → 04/2025
  501(C)(3) Consulting & Marketing
  Fort Lauderdale, FL
• 04/2018 → 12/2018
  Ck Consulting
  Miami, FL
• 10/2021 → 09/2024
  Corbett Road
  Mclean, VA
• 04/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2021-11-09 → 2024-10-15
  Spire Wealth Management, Llc
  Fort Lauderdale, FL
  Mclean, VA
• 2019-01-29 → 2020-06-18
  Cwa Asset Management Group
  Naples, FL
• 2014-06-25 → 2015-09-24
  J.P. Morgan Securities Llc
  Chicago, IL
• 2007-03-05 → 2014-07-02
  Charles Schwab & Co., Inc.
  Chicago, IL
• 1999-05-17 → 2002-12-03
  Morgan Stanley Dw Inc.
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-02-28
• S65 Uniform Investment Adviser Law Examination
  1998-03-24
• S63 Uniform Securities Agent State Law Examination
  1998-02-27

Designations

• Certified Financial Planner