Charles N. Gitau

GITAU FINANCIAL ADVISORS

Minnetonka, MN 55343

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CRD#: 4251411

Professional summary

Charles Njuguna Gitau, CFP® is a registered financial advisor currently at GITAU FINANCIAL ADVISORS located in Minnetonka, Minnesota.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Charles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE SERVICE OF MINNESOTA INSURANCE AGENT START DATE: 12/2015 TIME SPENT: 10% P.O. BOX 49040 BLAINE MN 55449 TEL: 763.717.7957 CNG (CHARLES NJUGUNA GITAU) TAX SERVICES TAX CONSULTANT (SOLE PROPRIETOR) START DATE: 02/24/2014 TIME SPENT - 10% 12800 WHITWATER DRIVE, SUITE 100 MINNETONKA MN 55343

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Njuguna Gitau'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

November 25, 2016 - Present

GITAU FINANCIAL ADVISORS

Office #1: 12800 Whitewater Drive Suite 100, Minnetonka, MN 55343

RIA

CRD#: 169340

Minnetonka, MN

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

Minnesota
(11/25/2016)

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: 7/23/2013

Uniform Investment Adviser Law Examination

Current Firm

GITAU FINANCIAL ADVISORS

GITAU FINANCIAL ADVISORS | GITAU FINANCIAL ADVISORS, LLC

CRD#: 169340 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/13/2014 Approved)

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Contact information

Main Address

12800 Whitewater Drive Suite 100, Minnetonka, MN 55343

Mailing Address

1742 Caspian Lane, Shakopee, MN 55379

Phone number

(612) 232-7567

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 1,684,633

Red Flags

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

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Charles N. Gitau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Njuguna Gitau's CRS (Customer Relationship Summary).

Certified licenses

Experience

GITAU FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2013

Current Firm

GITAU FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GITAU FINANCIAL ADVISORS

TRUST BUT VERIFY

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