KK
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$36.0M
Fee Structure
This brochure does not contain any fee information. Please refer to the Kraft Financial, LLC brochure for fee details.
Areas of Practice
Insurance Planning
Loading...
Advisor Information
Office location
1701 E Empire St. Ste 360, Bloomington, IL, 61704
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathryn is an independent insurance agent since 2010, working with clients to assess their needs and find contracts for life insurance and annuities. She dedicates minimal time to this activity outside of trading hours.
Employment History
Current Registrations
Kraft Financial, LLC
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
June 2009 - October 2018 · 9 yrs 4 mos
Investment Advisors CORP
June 2009 - October 2018 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - June 2008 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2003 - June 2008 · 5 yrs 1 mo
State Registrations3 states
IAILTX
Advisor
Exams
No exam information available for this advisor.