Kathleen WaldenCRD Number: 3174965
Current Firm: Harbour Investments, Inc.
Kathleen Walden (CRD# 3174965) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Joseph, MI and has over 18 years of experience in the finance industry.
Kfg Wealth Management, LLC
Questar Asset Management, Inc.
|Harbour Investments, Inc.||Madison, WI||Oct 2002 - Current||15|
|Your Center For Investments||St. Joseph, MI||Oct 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV