Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Badertscher is an experienced financial advisor with over 15 years of experience in the industry. Katherine is currently registered with Osaic Wealth, Inc. and holds Series 7 and Series 66 licenses. Katherine also holds the prestigious Certified Financial Planner designation. Previously, Katherine was affiliated with Woodbury Financial Services, Inc. and First Heartland Capital, Inc. Katherine's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Katherine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
01/19/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
09/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/14/2008 - 09/03/2021
FIRST HEARTLAND CAPITAL, INC. (OVERLAND PARK KS)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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