Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Denise Isernhagen is a financial advisor with LPL Financial LLC and has been in the financial services industry since March 1995. Kathryn has a broad range of experience in financial planning, portfolio management, and consulting, including working with clients of various sizes. Kathryn has served as a registered representative for several large financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co., Incorporated. Kathryn is registered in 53 states and is a Series 7, Series 63 and Series 65 licensed representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
05/16/2024 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
05/02/2007 - 05/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
04/02/2007 - 04/09/2007
MORGAN STANLEY & CO., INCORPORATED (OKLAHOMA CITY OK)
OK
08/27/2003 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
MO
07/01/2003 - 08/06/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/14/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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