Kathleen Ann Larouere

Current Employers

Employment History

• 09/2014 → 01/2020
  Voya Financial Advisors
  Lake St Louis, MO
• 01/2020 → 07/2022
  Simplicity Wealth, Llc
  Summit, NJ
• 09/2006 → Present
  Andreson Financial Planning, Inc. Dba Senior Tax Advisory Group
  Colorado Springs, CO
• 01/2020 → 12/2020
  Simplicity Wealth Of Colorado, Inc Dba Senior Tax Advisory Group
  Colorado Springs, CO
• 02/2022 → Present
  Senior Tax Advisory Group, Inc.
  Colorado Springs, CO

Previous Registrations

• 2020-01-07 → 2022-07-11
  Simplicity Wealth
  Colorado Springs, CO
  Summit, NJ
• 2020-02-11 → 2020-12-07
  Senior Tax Advisory Group
  Colorado Springs, CO
• 2014-05-12 → 2019-12-31
  Voya Financial Advisors, Inc.
  Longmont, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Midvale, UT
  Midvale, UT

Other Businesses

1) Andreson Financial Planning, DBA Senior Tax Advisory Group; Investment-Related; 6775 Rangewood Dr., Colorado Springs, CO 80918; Insurance/tax; Sales Representative; 09/2006; Approx. 100 hours/month; Approx. 50 hours/month during trading hours; Insurance account reviews. 2) Kathleen Larouere; Investment-Related; 6775 Rangewood Dr., Colorado Springs, CO 80918; Insurance/tax; Licensed Insurance Agent; 09/2006; Approx. 100 hours/month as Sales Representative with Senior Tax Advisory Group; Approx. 50 hours/month during trading hours as Sales Representative with Senior Tax Advisory Group; Insurance account reviews.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Other Names

• Kathleen Ann Larovere
• Kathleen Ann Kotik