Chief Compliance Officer · Senior Tax Advisory Group, Inc.
Kathleen A. Larouere
CRD 3186732 · Named on Form ADV at one SEC-registered adviser
At a glance
Senior Tax Advisory Group, Inc., an SEC-registered wealth manager based in Colorado Springs, CO with $123 million in regulatory assets, lists Kathleen A. Larouere on its Form ADV as Chief Compliance Officer.
Firms and roles
- Senior Tax Advisory Group, Inc.Chief Compliance OfficerWealth manager · Colorado Springs, CO · $123M in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Darian J. AndresonPresident, Senior Tax Advisory Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.