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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

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