Kathleen Panek-Rickerson (CRD# 7021062) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Saint Charles, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Clarity Wealth Management (dba: Beyond Wealth Management) | St Charles, IL | Jun 2020 - Current | 3 |
| Lpl Financial LLC | St Charles, IL | Jan 2020 - Current | 4 |
| Babysnapps | Saint Charles, IL | Jan 2013 - Current | 11 |
| Walnut Street Realty | Saint Charles, IL | Jul 2008 - Current | 15 |
| Lpl Financial LLC | St Charles, IL | Oct 2018 - Sep 2019 | < 1 |
| Connectech Solutions, Inc. | Downers Grove, IL | Oct 1996 - Sep 2019 | 22 |
| School District 303 | Saint Charles, IL | Aug 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- IL
-
Total Assets Under Management458MILLIONS
-
Total Number of Accounts2,033ACCOUNTS
-
Average Account Value$225,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MD, MI, MN, MO, NC, NE, NV, OH, PA, TN, TX, WI
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