Kathryn MadzsarCRD Number: 6896671
Current Firm: Wellspring Financial Advisors, LLC
Kathryn Madzsar (CRD# 6896671) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Kathryn Madzsar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Wellspring Financial Advisors||Mayfield Heights, OH||Jan 2020 - Current||2|
|Wellspring Financial Advisors||Cleveland, OH||Jan 2014 - Jan 2020||6|
|Wellspring Financials Advisors||Mayfield Heights, OH||Apr 2009 - Jan 2014||4|
Total Assets Under Management2,421MILLIONS
Total Number of Accounts1,014ACCOUNTS
Average Account Value$2,387,743
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, MT, NH, OH, SC, TX
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