Kathleen Laseter (CRD# 6278035) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has 1 year of experience in the finance industry. Kathleen Laseter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Wealth Management LLC | The Villages, FL | Nov 2016 - Current | 7 |
| Parady Group LLC | The Villages, FL | Feb 2015 - Current | 9 |
| Parady Financial Group, Inc. | The Villages, FL | Jan 2012 - Current | 12 |
| Parady Tax Solutions LLC | The Villages, FL | Jan 2012 - Current | 12 |
| Kathleen Laseter Cpa, LLC | St. John, VI | Jan 1993 - Current | 31 |
| Parady West, LLC | Durango, CO | Nov 2013 - Jan 2018 | 4 |
| Accountancy LLC | Durango, CO | Nov 2013 - Jan 2018 | 4 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Jun 2016 - Jun 2017 | 1 |
| Parady Investments, LLC | The Villages, FL | Dec 2013 - Nov 2016 | 2 |
- FL
- TX
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Total Assets Under Management109MILLIONS
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Total Number of Accounts1,644ACCOUNTS
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Average Account Value$66,242
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO, FL, IL, LA, MI, NE, NH, NY, PA, TX
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