Kathleen Flynn, financial advisor Getzville NY

Kathleen Flynn

CRD Number: 5658152
Current Firm: Eagle Strategies LLC

Kathleen Flynn (CRD# 5658152) is an Investment Advisor Representative working at Eagle Strategies LLC in Getzville, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Clarity Group, Inc. Amherst, NY May 2019 - Current 4
Longevity Financial Amherst, NY Sep 2018 - Current 5
Eagle Strategies LLC Lockport, NY Mar 2014 - Current 10
Nylife Securities LLC Williamsville, NY Feb 2014 - Current 10
New York Life Insurance Co Williamsville, NY Dec 2013 - Current 10
Mary Kay Cosmetics Lockport, NY Sep 2008 - May 2022 13
Weller, Rusert And Stoll, LLC Lockport, NY Sep 2016 - May 2017 < 1
Stoll Financial Services Lockport, NY Apr 2014 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kathleen M. Flynn
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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