Kathleen Christensen, financial advisor Farmington CT
93 score

Kathleen Christensen

CRD Number: 5344482
Current Firm: Connecticut Wealth Management, LLC

Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Connecticut Wealth Management, LLC Farmington, CT Jun 2013 - Current 3
Filomeno Wealth Management, LLC West Hartford, CT Nov 2007 - May 2013 5
Filomeno & Co West Hartford, CT Apr 2004 - May 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Kathleen M. Christensen
Phone Number: 860-470-0290
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    487
    MILLIONS
  • Total Number of Accounts
    1,091
    ACCOUNTS
  • Average Account Value
    $446,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, CT, FL, MA, NC, NH, NY, TX, VT

Ready to hire a financial advisor? Get competitive proposals from Kathleen Christensen and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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