Kaitlin Alana Gakstatter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → 09/2016
  Foresters Financial
  Beaverton, OR
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Naples, FL
• 01/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Naples, FL
• 09/2016 → 10/2020
  In Style Eyes Llc
  Naples, FL
• 03/2020 → Present
  Oley Kinser Concierge Wealth, Llc
  Naples, FL

Other Businesses

(1)Name of Business: MK Eyeglasses LLC (DBA "City Sights Eyewear") Address: 2327 Sawyers Hill Rd, #607, Naples, FL, 34120, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I operate an e-commerce eyewear company with 50% ownership. My roles include inventory management and website development. (2)Name of Business: Oley Kinser Concierge Wealth, LLC Address: 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/16/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Certified Financial Planner

Exams

• S66 Uniform Combined State Law Examination
  2020-12-22
• S63 Uniform Securities Agent State Law Examination
  2014-08-06