Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marie Schroeder is a financial advisor who has been working in the industry for 13 years. Kathleen has a Series 65 license and is a Certified Financial Planner. Kathleen currently works at Babb Wealth Advisors LLC, where they provide financial advice to individuals and families. They specialize in retirement planning, college savings, and investment management. Kathleen also provides financial planning and investment advice to charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Third party managers
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2
AZ
10/20/2020 - Present
Babb Wealth Advisors LLC (FLAGSTAFF AZ)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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