Kaprice R. Page

FOWLER TAX ADVISORS LLC

ENGLEWOOD, CO 80111

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CRD#: 2373842

Professional summary

Kaprice Robin Page, who also goes by Kaprice Robin Baesman, Karch Baesman, Kaprice Karch Calhoun, Kaprice Calhoun, Kaprice Robin Karch, is a registered financial advisor currently at FOWLER TAX ADVISORS LLC located in Englewood, Colorado.

Kaprice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kaprice has worked at 5 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaprice Robin Baesman | Karch Baesman | Kaprice Karch Calhoun | Kaprice Calhoun | Kaprice Robin Karch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

R.G. FOWLER & COMPANY, P.C. - NOT INVESTMENT RELATED - 5460 S. QUEBEC ST., SUITE 230, ENGLEWOOD, CO 80111 - NATURE OF BUSINESS: TAX CONSULTING & TAX PREPARATION FIRM - POSITION/TITLE: TAX PREPARER - START: 12/01/2011 - HOURS DEVOTED: 170 HOURS PER MONTH ON AVERAGE - 7 HOURS DURING SECURITIES TRADING HOURS - DUTIES: PREPARE AND REVIEW VARIOUS TYPES OF TAX RETURNS, BOOKKEEPING, ASSIST WITH TAX NOTICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaprice Robin Page's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 4, 2019 - Present

FOWLER TAX ADVISORS LLC

Office #1: 5460 S. Quebec Street Suite 230, Englewood, CO 80111

RIA

CRD#: 305347

ENGLEWOOD, CO

Past

June 5, 2002 - April 18, 2006

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

October 25, 1995 - December 12, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

October 25, 1995 - December 12, 1995

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 17, 1995 - September 21, 1995

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/4/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOWLER TAX ADVISORS LLC

CRD#: 305347 / SEC#:

Colorado

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

5460 South Quebec Street Suite 230, Englewood, CO 80111

Mailing Address

Phone number

(303) 843-0323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kaprice R. Page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaprice Robin Page's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOWLER TAX ADVISORS LLC

JANUS HENDERSON DISTRIBUTORS US LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2019

Series 7

Date: 6/4/2002

Series 6

Date: 8/16/1995

Current Firm

FOWLER TAX ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

FOWLER TAX ADVISORS LLC

TRUST BUT VERIFY

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