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Kathlyn Marie Scheel

NEW Harbor Financial Group, LLC

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About Kathlyn Marie Scheel

Kathlyn Marie Scheel is a registered Investment Advisor Representative at New Harbor Financial Group, LLC in Worcester, Massachusetts. Kathlyn has over 15 years of experience in the financial services industry. She is a Series 66, Series 7 and SIE licensed professional. Prior to joining New Harbor Financial Group, LLC Kathlyn was associated with Commonwealth Financial Network in Waltham, Massachusetts and Baystate Financial in Southboro, Massachusetts. Kathlyn specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Kathlyn Scheel is currently registered with NEW Harbor Financial Group, LLC. NEW Harbor Financial Group, LLC is a Worcester, MA-based investment advisor with 495,490,078 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. They have 1,972 total accounts, with 1,828 being discretionary.
NEW Harbor Financial Group, LLC

146 MAIN STREET

WORCESTER, MA 01608

$495.49M

Assets Under Management

Not reported

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

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

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percentage of assets

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

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Kathlyn Scheel’s Registration & Firm History

MA

10/17/2022 - Present

NEW Harbor Financial Group, LLC (WORCESTER MA)

MA

05/07/2007 - 09/06/2016

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 01/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathlyn Marie Scheel.
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