Kathleen Tavs, financial advisor Fond Du Lac WI

Kathleen Tavs

CRD Number: 6265817
Current Firm: Edward Jones

Kathleen Tavs (CRD# 6265817) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2016 - Current 5
Edward Jones Fond Du Lac, WI Nov 2013 - Oct 2016 2
Quad Graphics Lomira, WI Jun 1992 - Oct 2013 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Kathleen A. Tavs
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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