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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 Henningsen is an experienced financial advisor with over 25 years of experience in the industry. Kathryn is currently registered with Osaic Wealth, Inc. and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Kathryn has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Kathryn is a Certified Financial Planner (CFP®) and holds the Series 6, 7, 63 and 66 securities licenses.
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.
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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WA
06/14/2024 - Present
Osaic Wealth, Inc. (Bellevue WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Bellevue WA)
WA
12/15/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Bellevue WA)
WA
02/15/2006 - 11/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE WA)
CA
11/01/1991 - 10/25/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
02/16/1989 - 02/06/1991
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
03/27/1985 - 10/22/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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