KB
ChFC
KB
ChFC

Katherine Bennett

18 Years of Experience
Overland Park, KS
BrokerSells Insurance

Katherine Bennett is a ChFC-designated registered investment advisor, based in Overland Park, KS, with 18 years of industry experience.

Location

11225 College Blvd., Ste. 300, Overland Park, KS, 66210

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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

Katherine is an independent insurance agent for various independent insurance companies since 2008, dedicating a few hours per week to this activity. She also works as an advisory representative of a RIA, spending about 10-20% of her time on this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
January 2013 - April 2020 · 7 yrs 3 mos
MML Investors Services, LLCBroker
October 2012 - April 2020 · 7 yrs 6 mos
New England Securities Corporation
February 2008 - October 2012 · 4 yrs 8 mos
New England SecuritiesBroker
December 2007 - October 2012 · 4 yrs 10 mos
State Registrations25 states
ARAZCACOCTFLILINKSLAMIMNMONCNYOHOKORPASCTNTXUTVAWA
AdvisorBrokerBoth

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.
Katherine Bennett - Financial Advisor | TrueAdvisor