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Kathleen Annette Koch

T. Rowe Price Advisory Services, Inc.

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About Kathleen Annette Koch

Kathleen Koch is a financial advisor with over 20 years of experience in the industry. Kathleen is currently registered with T. Rowe Price Advisory Services, Inc. and is licensed in 53 states and the District of Columbia. Kathleen provides financial planning and portfolio management services to individuals and corporations. Kathleen is dedicated to helping her clients achieve their financial goals.

Firm Information

Kathleen Koch is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Kathleen Koch’s Registration & Firm History

CO

02/22/2022 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

MN

09/02/1999 - 01/08/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

09/02/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Annette Koch.
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