KH
CFP
KH
CFP

Kathryn Hankard

19 Years of Experience
Verona, WI

Kathryn Hankard is a CFP-designated registered investment advisor at Fiscal Fitness, LLC, based in Verona, WI, with 19 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 85 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
85 clients
Average Client Portfolio
Not specified

Fee Structure

Fiscal Fitness does not provide ongoing investment management services. They provide investment advice on a project basis.

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KH
Kathryn Hankard

Location

211 E. Verona Ave. #4, Verona, WI, 53593

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fiscal Fitness, LLC
January 2007 - Present · 19 yrs 4 mos
State Registrations1 state
WI
Advisor

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.
Additional Information

We help our clients achieve their financial goals, big or small.  We provide straightforward, practical, affordable financial advice.  Our service is billed by the project, so you know what you're getting and how much it will cost.

KH
Contact
Kathryn Hankard