Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Kathi Bartley, financial advisor Troy MI
96 score

Kathi Bartley

CRD Number: 3087314
Current Firm: Cranbrook Wealth Management, LLC

Kathi Bartley (CRD# 3087314) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cranbrook Wealth Management Troy, MI Jan 2006 - Current 10
Northwestern Mutual Investment Services, LLC Troy, MI Jun 1998 - Jan 2006 7
Northwestern Mutual Life Milwaukee, WI Mar 1997 - Jan 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Kathi A. Bartley
Phone Number: 248-362-0900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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