Advisor at Arbor Capital Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arbor Capital Management Inc
Location
Republic, MO
Credentials
Series 65
Industry experience
1 year
Michele Kitta is a financial advisor at Arbor Capital Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at American National Insurance Company. In addition to her advisory role, Ms. Kitta is employed by Magellan Health, where she designs processes and conducts risk area reviews. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers sub-advisory digital asset management and business-to-business consulting through its Arbor Digital division.
Based on Arbor Capital Management Inc
Based on Arbor Capital Management Inc
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.1% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.85%
Up to $500 per hour, negotiable depending on complexity and personnel
Republic, MO
Missouri
Arbor Capital Management
2019 - Present (7 years)
American National Insurance Company
2018 - 2019 (1 year)
Unemployed
2015 - 2018 (3 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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