Katherine Kirkpatrick
Katherine Kirkpatrick is a registered investment advisor at Independent Financial Group, LLC, based in Eagle, ID, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1065 E. Winding Creek Drive, Suite 230, Eagle, ID, 83616
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Katherine is the 100% owner of Mountain View Financial, Inc., a DBA used for marketing purposes, dedicating full-time hours. She also owns Business Solutions, a consulting service, spending a few hours per week providing strategic planning counsel to small businesses.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
United Heritage Financial Services, INC.
United Heritage Financial Services, INC.Broker
State Registrations14 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.