CG

Colleen Marie Graff

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
166 clients
Average Client Portfolio
$805K average
Assets Under Management
$133.6M

Fee Structure

Mr. Vonderharr receives compensation for his activities as an Investment Advisor Representative and as a registered representative of Cabin Securities, Inc. He may also receive compensation for services provided through Robert L Vonderharr CPA.

Areas of Practice
Investment Management
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Advisor Information

Office location

6240 W. 135th Street, Suite 214, Overland Park, KS, 66223

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Colleen is a Registered Principal at JCC Capital Markets LLC since June 2022, focusing on investment banking, mergers and acquisitions, and private placements. She is also a Registered Principal at Cabin Securities Inc. since March 2021 and VP of Operations at Cabin Advisors, LLC since September 2022.

Employment History
Current Registrations
Cabin Advisors, LLC
September 2022 - Present · 3 yrs 4 mos
Jcc Capital Markets, LLCBroker
June 2022 - Present · 3 yrs 7 mos
Cabin Securities, INC.
May 2021 - Present · 4 yrs 8 mos
Cabin Securities, INC.Broker
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Syndicated Capital, INC. Broker
October 2007 - July 2008 · 9 mos
Brookstreet Securities CorporationBroker
July 2007 - August 2007 · 1 mo
First Securities Usa, INC.Broker
August 2003 - November 2005 · 2 yrs 3 mos
Brookstreet Securities CorporationBroker
February 2000 - June 2007 · 7 yrs 4 mos
Canterbury Capital Services, INC. Broker
June 1999 - February 2000 · 8 mos
State Registrations6 states
CAKSMAMENVSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.