KG
CFP
KG
CFP

Kathryn Greeneway

34 Years of Experience
Pierre, SD
Broker

Kathryn Greeneway is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pierre, SD, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

301 E Sioux Avenue, Pierre, SD, 57501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kathryn is a finance/investment committee member for Avera Pooled Investment Committee and reviews financial business for Avera Sacred Heart Hospital. She also works full-time as a branch manager/FA for First Dakota Investment Services, Inc. and provides investment products for clients through Raymond James Financial Services at First Dakota National Bank, and is a board member for Yankton School District.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1999 - Present · 26 yrs 11 mos
Previous Registrations
Raymond James Financial Services
May 2002 - January 2009 · 6 yrs 8 mos
Citicorp Investment ServicesBroker
May 1993 - May 1999 · 6 yrs
Painewebber IncorporatedBroker
November 1992 - March 1993 · 4 mos
Citicorp Investment ServicesBroker
September 1991 - November 1992 · 1 yr 2 mos
State Registrations16 states
AZCACODCIAILKYMNMONCNENVOHSDVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.