Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Kavehrad is a Certified Financial Planner™ with Root Financial Partners. Kathryn is an Investment Advisor Representative in Tennessee and California. Kathryn has been in the financial industry since 2013. Kathryn's previous experience includes roles at Range Financial Group, LLC, Independent Advisor Alliance and Northwest Christian Community Foundation. Kathryn is licensed to provide investment advice for individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Kathryn focuses on providing personalized financial planning services to clients.
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.
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.
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TN
05/08/2024 - Present
Root Financial Partners (Knoxville TN)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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