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Kaitlin Michele Krozel

Krozel Capital Management, LLC

Scottsdale, AZ

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Current Employers
Krozel Capital Management, Llc

6424 E. Greenway Pkwy, Suite 100, Scottsdale, AZ 85254 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-31
AZ RA APPROVED 2017-07-24
  • CA RA
    APPROVED
    Since 2026-07-31
  • AZ RA
    APPROVED
    Since 2017-07-24

Branch Locations

6424 E. Greenway Pkwy, Suite 100, Scottsdale, AZ 85254 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Krozel Capital Management, Llc Scottsdale AZ 08/2015 Present
Krozel Capital Tax, Llc Scottsdale AZ 04/2016 Present
Previous Registrations
  • 2012-08-31 → 2015-09-08
    Avantax Advisory Services
    Chula Vista, CA
Other Businesses

Krozel Capital Tax, LLC (Owner) ~TAX PREPARATION/ACCOUNTING: PROVIDING TAX PREPARATION TO CLIENTS AND MANAGING THE DAILY ACTIVITIES OF THE BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-19
  • S66 Uniform Combined State Law Examination
    2012-04-19
Other Names
  • Kaitlin Michele Ayers

View on SEC IAPD

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