Kathryn Kreider (CRD# 7294221) is an Investment Advisor Representative working at Regal Bay Investment Group, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Bay Investment Group | Milwaukee, WI | Sep 2020 - Current | 3 |
| Not Applicable | Racine, WI | Jun 2020 - Aug 2020 | < 1 |
| Ohio State University | Columbus, OH | Aug 2019 - May 2020 | < 1 |
| Amazon | Kenosha, WI | Jun 2019 - Aug 2019 | < 1 |
| Ohio State University | Columbus, OH | Jan 2019 - May 2019 | < 1 |
| Not Applicable | Columbus, OH | Sep 2017 - Dec 2018 | 1 |
| Barra | Sandusky, OH | May 2017 - Aug 2017 | < 1 |
| Small City Taphouse | Sandusky, OH | Mar 2015 - Aug 2017 | 2 |
| Not Applicable | Huron, OH | Mar 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- WI
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$286,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
WI
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