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CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
HOUCHINS-WITT, CARRIE
CRD 171715
1303 5TH STREET, SUITE 207, CORALVILLE, IA, 52241, United States
Phone
319-358-2854
Fax
844-498-8463
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $0 |
| High net worth individuals | 9 | — |
All web addresses on file
Official SEC filing: View on IAPD