Kathryn Coleman is a registered investment advisor, based in Indianapolis, IN, with 24 years of industry experience.
Location
9840 Westpoint Drive, Suite 250, Indianapolis, IN, 46256
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Kathryn works as an associate/employee providing client and financial advisor support to the owner/advisor of Covert Wealth Management Group, LLC. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
April 2008 - March 2022 · 13 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2008 - March 2022 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2001 - March 2008 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - March 2008 · 7 yrs
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.