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Charles K

Series 63

Amarillo, TX

Kitsman Investment Management

Charles Kitsman is the sole advisor at Kitsman Investment Management in Amarillo, Texas, with 45 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his financial advisory work, Kitsman owns a landscape photography business and serves as president of the board of trustees for a preschool serving low-income families. Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term purchase strategies and offers ERISA 3(21) non-discretionary fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k)
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