Desiree B. Kaul

KAUL FINANCIAL SOLUTIONS

Satellite Beach, FL

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CRD#: 7698121

Professional summary

Desiree Blythe Kaul, who also goes by Desiree Ramsey, is a registered financial advisor currently at KAUL FINANCIAL SOLUTIONS located in Satellite Beach, Florida.

Desiree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Desiree has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Desiree Ramsey

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.

1) Kaul Financial Solutions LLC; Investment-related; 615 Barcelona Court, Satellite Beach, FL; Founder & Chief Compliance Officer; 09/2024; 80 hours/month devoted; 20 hours/week during securities trading hours; Provides financial services. 2) The American College of Financial Services; Not investment-related; 630 Allendale Road, Suite 400, King of Prussia, PA 19406; Higher education provider; Course Facilitator; 1/2025; 10 hours/month devoted; 0 hours/week during securities trading hours; Facilitates mentorship program, provides guidance, and provides support for veterans and spouses transitioning into financial services careers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree Blythe Kaul'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

May 29, 2025 - Present

KAUL FINANCIAL SOLUTIONS

RIA

CRD#: 334875

Satellite Beach, FL

Past

August 10, 2023 - October 10, 2025

PLANCORP, LLC

RIA

CRD#: 106599

Satellite Beach, FL

Past

April 20, 2023 - July 20, 2023

MAINSTREET FINANCIAL PLANNING, INC.

RIA

CRD#: 123189

Satellite Beach, FL

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

Florida
(5/29/2025)

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

Current Firm

KAUL FINANCIAL SOLUTIONS

KAUL FINANCIAL SOLUTIONS | KAUL FINANCIAL SOLUTIONS, LLC

CRD#: 334875 / SEC#:

Florida

Registered Investment Advisory firm - (5/29/2025 Approved)

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Contact information

Main Address

Satellite Beach, FL

Mailing Address

Post Office Box 372102, Satellite Beach, FL 32937

Phone number

(321) 219-9251

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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Desiree B. Kaul

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree Blythe Kaul's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAUL FINANCIAL SOLUTIONS

PLANCORP, LLC

MAINSTREET FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Current Firm

KAUL FINANCIAL SOLUTIONS

Contact information

Documents

Red Flags

Company Information

KAUL FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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