Unclaimed Profile

Kaitlin Marie Hewell

FINANCIAL FOCUS LLC·CARLSBAD, California

SIE, Series 7, Series 66CFPClean record21 years registeredFINANCIAL FOCUS LLC

1917 PALOMAR OAKS WAY, CARLSBAD, CA 92008CRD# 4863224Firm CRD# 282177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kaitlin Marie Hewell · CARLSBAD, CA

Registration

CRD #4863224 · FINANCIAL FOCUS LLC · 21 years registered

Brand Profile

Not yet started

Career History

HEWELL FINANCIAL GROUP, INC.

Dec 2024 – present

FINANCIAL FOCUS LLC

Jan 2016 – Feb 2025

CARLSBAD, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jul 2014 – Oct 2017

CARLSBAD, CA

HEWELL FINANCIAL GROUP, INC.

Jan 2013 – Jul 2016

CARLSBAD, CA

LAGUNA FINANCIAL GROUP, INC.

Dec 2009 – Jan 2013

LAGUNA BEACH, CA

LPL FINANCIAL CORPORATION

Jan 2009 – Mar 2010

SAN LUIS OBISPO, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Feb 2005 – May 2005

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 21, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL FOCUS LLC

CRD 282177 · SEC 801-112408

AUM

$633M

Regulatory assets under management

Employees

1,849 client accounts

Services offered by FINANCIAL FOCUS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL FOCUS LLC →

Introduction

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Frequently Asked Questions

What services does Kaitlin Marie Hewell offer?

Kaitlin Marie Hewell specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Kaitlin Marie Hewell's credentials?

Kaitlin Marie Hewell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kaitlin Marie Hewell located?

Kaitlin Marie Hewell is based in CARLSBAD, California, working with FINANCIAL FOCUS LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Kaitlin Marie Hewell charge for services?

Kaitlin Marie Hewell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL FOCUS LLC?

FINANCIAL FOCUS LLC has approximately 8 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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