Kathy Mohn, financial advisor Orwigsburg PA
93 score

Kathy Mohn

CRD Number: 1446928
Current Firm: Great Valley Advisor Group, Inc.

Kathy Mohn (CRD# 1446928) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orwigsburg, PA and has over 30 years of experience in the finance industry.

Similar Advisors
Lynn Appelman, financial advisor Orwigsburg PA
Lynn C. Appelman
CRD# 1209925
Trustmont Advisory Group, Inc.
Score
96
Similar Advisors
Thomas Badger, financial advisor Orwigsburg PA
Thomas E. Badger
CRD# 2114767
Msi Financial Services, Inc.
Score
96
Similar Advisors
Matthew Beagle, financial advisor Orwigsburg PA
Matthew E. Beagle
CRD# 5170364
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Lpl Financial LLC Orwigsburg, PA Jul 2015 - Current 1
Great Valley Advisor Group, Inc. Orwigsburg, PA Jul 2015 - Current 1
Cornerstone Portfolios LLC Orefield, PA Jan 2014 - Current 2
The Seltzer Group Orwigsburg, PA Jan 2014 - Current 2
Voya Financial Advisors Orwigsburg, PA Sep 2014 - Jul 2015 < 1
Ing Financial Partners Orwigsburg, PA Aug 2006 - Sep 2014 8
The Comprehensive Financial Group Williamsport, PA Aug 2008 - Jan 2014 5
Cornerstone Insurance Assoc South Williamsport, PA Nov 2007 - Aug 2010 2
Home Maker Apo, Dec 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Kathy A. Mohn
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.