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Kathleen Ann Hentges

Applied Advisor

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About Kathleen Ann Hentges

Kathleen Ann Hentges is a Certified Financial Planner registered with the state of California as an Investment Advisor Representative. She is affiliated with Applied Advisor in San Francisco, California. Applied Advisor is a Registered Investment Advisor that provides tax preparation, financial planning, and selection of other advisors services to clients.

Firm Information

Kathleen Hentges is currently registered with Applied Advisor. Applied Advisor is an independent advisory firm that provides financial planning, tax preparation, and other advisory services. They have experience working with individuals, including high-net-worth clients.

Not reported

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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tax preparation

Tax preparation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Kathleen Hentges’s Registration & Firm History

CA

06/05/2003 - Present

Applied Advisor (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 05/21/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Ann Hentges.
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