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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Klein is an investment advisor representative at Kovitz Investment Group Partners, LLC. Kathy has been in the financial services industry since 1990. Kathy holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Kathy is a Certified Financial Planner. Kathy has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Kathy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
WI
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Milwaukee WI)
WI
01/09/2001 - 04/27/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MD
09/10/1993 - 12/31/2000
H. BECK, INC. (ROCKVILLE MD)
NY
02/20/1990 - 08/24/1993
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/20/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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