David Kitterman

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2015 → 04/2022
  Lpl Financial, Llc
  Huntersville, NC
• 06/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2022 → 06/2026
  Dunster Rose, Llc
  Charlotte, NC
• 07/2026 → Present
  Empower Advisory Group
  Greenwood Village, CO

Previous Registrations

• 2015-12-11 → 2022-05-04
  Lpl Financial Llc
  Huntersville, NC
• 2012-08-23 → 2015-12-10
  Capital Guardian Wealth Management, Llc
  Huntersville, NC
• 2011-05-16 → 2012-08-28
  Woodbury Financial Services, Inc.
  Huntersville, NC
• 2004-10-20 → 2007-10-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2002-04-30 → 2003-01-28
  Banc Of America Investment Services, Inc.
  Charlotte, NC

Other Businesses

1. 12/11/2015 - Dunster Rose, LLC - Investment Related - Charlotte, NC 28216 - Real Estate Rental - Start Date: 12/10/2015 - Owner with mother. 2. 11/5/2018 - Dunster Rose, LLC - Investment Related - 1107-1109 Beatties Ford Rd, Charlotte, NC 28216 - Act in a Fiduciary Capacity - Start Date: 10/12/2018 - 20 Hours Per Month/0 Hours During Securities Trading - Power of Attorney - Property 100% owned by David Kitterman and Elizabeth Kitterman (parents). 3. 12/26/2018 -Dunster Rose, LLC - Investment Related - Charlotte, NC 28216 - Real Estate Rental - Started 10/12/2018 - 30 Hours Per Month/0 Hours During Securities Trading - OBQ ID # 1174057. 4. 12/26/2018 -Dunster Rose, LLC - Investment Related - Charlotte, NC 28216 - Real Estate Rental - Started 10/12/2018 - 30 Hours Per Month/0 Hours During Securities Trading - OBQ ID # 1174056. 5. 12/26/2018 -Dunster Rose, LLC - Investment Related - Charlotte, NC 28216 - Real Estate Rental - Started 10/12/2018 - 30 Hours Per Month/0 Hours During Securities Trading - OBQ ID # 1174055. 6. 12/26/2018 -Dunster Rose, LLC - Investment Related - Charlotte NC 28216 - Real Estate Rental - Started 10/12/2018 - 30 Hours Per Month/0 Hours During Securities Trading - OBQ ID # 1174054. 7. 12/26/2018 - Dunster Rose, LLC - Investment Related - Charlotte, NC 28216 - Real Estate Rental - Started 10/12/2018 - 30 Hours Per Month/0 Hours During Securities Trading - OBQ ID # 1174053.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-07
• S65 Uniform Investment Adviser Law Examination
  1997-06-26
• S63 Uniform Securities Agent State Law Examination
  1997-06-12

Designations

• Certified Financial Planner

Other Names

• David D Kitterman
• David Dunster Kitterman
• David Dunster Kitterman