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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Patricia Oberneder has been a financial professional for over 20 years, working with clients in Wisconsin and Texas. Kathleen is currently a Registered Representative and Investment Advisor Representative with Forefront Wealth Partners. She is focused on providing personalized financial advice to individuals and families, including comprehensive financial planning, investment management, and retirement planning. Kathleen is also a member of the Forefront Wealth Partners team that is dedicated to providing clients with a high level of service and expertise. Prior to joining Forefront, Kathleen worked with J.W. COLE FINANCIAL, INC., LPL FINANCIAL LLC, and Northwestern Mutual Investment Services, LLC. Kathleen is committed to helping her clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees and revenue share for referrals to third parties
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2
TX
01/19/2024 - Present
Forefront (AUSTIN TX)
WI
04/29/2017 - 11/17/2023
J.W. COLE FINANCIAL, INC. (Cedarburg WI)
WI
11/25/2014 - 05/16/2017
LPL FINANCIAL LLC (GRAFTON WI)
WI
05/23/2012 - 10/02/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/23/2004 - 06/03/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
TX
05/13/2004 - 08/31/2004
NFP SECURITIES, INC. (AUSTIN TX)
IL
06/19/2003 - 02/11/2004
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IA
07/02/2001 - 05/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 04/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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