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Caitlin Marie Mcdaniel

Naviter Wealth, LLC

Little Rock, AR

CRD 7815022

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Employer firm

Naviter Wealth, LLC CRD 311508

$1.60B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Naviter Wealth, Llc

1 Information Way Suite 400, Little Rock, AR 72202 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-10-02
  • AR RA
    APPROVED
    Since 2023-10-02

Branch Locations

1 Information Way Suite 400, Little Rock, AR 72202 • 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
Full-Time Student Little Rock AR 08/2010 05/2018
Federal Reserve Bank Of Kansas City Kansas City MO 06/2018 10/2021
Naviter Wealth, Llc Little Rock AR 10/2021 Present
  • 08/2010 → 05/2018
    Full-Time Student
    Little Rock, AR
  • 06/2018 → 10/2021
    Federal Reserve Bank Of Kansas City
    Kansas City, MO
  • 10/2021 → Present
    Naviter Wealth, Llc
    Little Rock, AR
Designations
  • Certified Financial Planner
Other Names
  • Caitlin Marie Miskin

View on SEC IAPD

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