Kaitlyn Rothaus

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2023 → 01/2026
  Mosaic Asset Partners
  Towson, MD
• 10/2017 → 08/2023
  Johns Hopkins University
  Baltimore, MD
• 09/2014 → 10/2017
  The Seed School Of Maryland
  Baltimore, MD
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Towson, MD

Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2023 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Mosaic Asset Partners, LLC POSITION: Client Support Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2023 ADDRESS: 1122 Kenilworth Drive Suite 310 Towson, Maryland 21204 DESCRIPTION: Back office, processing, client reports

Designations

• Certified Financial Planner

Other Names

• Kaitlyn Rothausmoser
• Kaitlyn Rothaus Moser