Kate Wright (CRD# 6075317) is an Investment Advisor Representative working at Advice And Planning Services in Carmel, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Indianapolis, IN | Mar 2019 - Current | 5 |
| Tiaa | Indianapolis, IN | Mar 2019 - Current | 5 |
| Oneamerica Securities | Indianapolis, IN | Jul 2017 - Mar 2019 | 1 |
| American United Life | Indianapolis, IN | Jul 2017 - Aug 2017 | < 1 |
| Keenan Blanchford | Indianapolis, IN | Sep 2014 - Jul 2017 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2014 - Jul 2017 | 3 |
| Northwestern Mutual Investment Services LLC | Indianapolis, IN | Jul 2014 - Jun 2017 | 2 |
| Northwestern Mutual Investment Services, LLC | Indianapolis, IN | Jul 2014 - Oct 2014 | < 1 |
| Keenan Blanchford | Indianapolis, IN | Jul 2014 - Sep 2014 | < 1 |
| Merrill Lynch | Indianapolis, IN | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- IN
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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