Kailyn Michaele Neat

Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 07/2015 → 08/2017
  Fidelity Brokerage Services Llc
  Covington, KY
• 08/2017 → Present
  Bartlett Wealth Management
  Cincinnati, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-14

Designations

• Certified Financial Planner

Other Names

• Kailyn Michaele Neat
• Kailyn Neat Paolucci