Kathryn Greeneway
Kathryn Greeneway is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Yankton, SD, with 34 years of industry experience. Kathryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
225 Cedar, Yankton, SD, 57078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →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
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Citicorp Investment ServicesBroker
Painewebber IncorporatedBroker
Citicorp Investment ServicesBroker
State Registrations16 states
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
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