Kathleen Henrich, financial advisor Hanover NH
93 score

Kathleen Henrich

CRD Number: 5893424
Current Firm: Advice And Planning Services

Kathleen Henrich (CRD# 5893424) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Hanover, NH Nov 2017 - Current < 1
Tiaa Hanover, NH Nov 2017 - Current < 1
Citizens Securities, Inc. Manchester, NH Jan 2011 - Dec 2017 6
Citizens Bank Bedford, NH Feb 2008 - Dec 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Kathleen M. Henrich
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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