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Caitlin Gatewood

Reliant Wealth Planning, LLC

Louisville, KY

CRD 7406404

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Employer firm

Reliant Wealth Planning, LLC CRD 286230

$595M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Reliant Wealth Planning, Llc

301 Townepark Circle, Louisville, KY 40243 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-25
TX RA APPROVED 2026-03-25
  • KY RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25

Branch Locations

301 Townepark Circle, Louisville, KY 40243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Kentucky University Bowling Green KY 08/2016 05/2017
Kindred Healthcare Louisville KY 06/2017 08/2017
Western Kentucky University Bowling Green KY 08/2017 05/2018
Humana Louisville KY 06/2018 08/2018
Western Kentucky University Bowling Green KY 08/2018 05/2019
Humana Louisville KY 06/2019 08/2019
Western Kentucky University Bowling Green KY 08/2019 05/2020
Target Bowling Green KY 06/2020 06/2021
Western Kentucky University Bowling Green KY 08/2020 12/2020
Reliant Wealth Planning Louisville KY 06/2021 Present
  • 08/2016 → 05/2017
    Western Kentucky University
    Bowling Green, KY
  • 06/2017 → 08/2017
    Kindred Healthcare
    Louisville, KY
  • 08/2017 → 05/2018
    Western Kentucky University
    Bowling Green, KY
  • 06/2018 → 08/2018
    Humana
    Louisville, KY
  • 08/2018 → 05/2019
    Western Kentucky University
    Bowling Green, KY
  • 06/2019 → 08/2019
    Humana
    Louisville, KY
  • 08/2019 → 05/2020
    Western Kentucky University
    Bowling Green, KY
  • 06/2020 → 06/2021
    Target
    Bowling Green, KY
  • 08/2020 → 12/2020
    Western Kentucky University
    Bowling Green, KY
  • 06/2021 → Present
    Reliant Wealth Planning
    Louisville, KY
Designations
  • Certified Financial Planner

View on SEC IAPD

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