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Carrie Sue Houchins-Witt

Carrie Houchins-Witt Tax And Financial Services LLC

Coralville, IA

CRD 6362751

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Employer firm

Carrie Houchins-Witt Tax And Financial Services LLC CRD 171715

15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Carrie Houchins-Witt Tax And Financial Services Llc

1303 5Th Street Suite 207, Coralville, IA 52241 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2014-07-16
  • IA RA
    APPROVED
    Since 2014-07-16

Branch Locations

1303 5Th Street Suite 207, Coralville, IA 52241 • 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
Carrie Houchins-Witt Tax & Financial Services Coralville IA 01/2006 Present
  • 01/2006 → Present
    Carrie Houchins-Witt Tax & Financial Services
    Coralville, IA
Designations
  • Certified Financial Planner
Other Names
  • Carrie Sue Houchins

View on SEC IAPD

Nearby Firms

WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
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Nearby Investors

MICHAEL J CONLON
JASON ALAN DUMONT
RYAN CHRISTOPHER PANZER

Nearby Offices

WEALTH ADVISORS GROUP, LLC · CORALVILLE, IA
LPL FINANCIAL LLC · CORALVILLE, IA
CREATIVE PLANNING · Coralville, IA

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