KM
KM

Kathleen Monahan

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

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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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Other Business ActivitiesSells Insurance

Kathleen provides administrative support for John Cunningham and manages administrators for Thesco Retirement Planning Services, LLC, dedicating full-time hours to each since 2009. She also serves as Vice-President at Alliant Insurance Services, Inc. and Account Executive/Investment Advisory Representative at Alliant Retirement Consulting, focusing on retirement plans and advisory services.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
July 2025 - Present · 7 mos
Alliant Retirement Consulting
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
September 2013 - July 2025 · 11 yrs 10 mos
Walnut Street Securities, INC.Broker
July 2012 - September 2013 · 1 yr 2 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.