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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Risch is an Investment Advisor Representative with Buckingham Strategic Partners, LLC. Kathryn has been in the financial services industry since 1994. She has held licenses with The Codrick Financial Group, Inc., First Cascade Securities, Inc, Savant Capital Management, and Daybridge Inc. Kathryn holds a Series 63 license, a Series 6 license, and a Series 65 license. Kathryn's area of expertise is in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/21/2021 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
PA
01/03/1995 - 03/20/1999
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
NA
02/28/1994 - 04/13/1995
FIRST CASCADE SECURITIES, INC
IA
Issued 05/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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