Applied Advisor

Applied Advisor (CRD# 126725) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3150 18th Street, Suite 245, San Francisco, CA 94110
https://www.facebook.com/applied.advisor/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Applied Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Hentges, financial advisor San Francisco CA
Kathleen A. Hentges
CRD#: 4655202
3150 18th Street, Suite 219, San Francisco, CA 94110
96
Wealthminder
score

Kathleen Hentges (CRD# 4655202) is an Investment Advisor Representative working at Applied Advisor in San Francisco, CA and has over 15 years of experience in the finance industry. Kathleen Hentges 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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