Katherine Kennedy
Katherine Kennedy is a registered investment advisor at Baldwin Financial Advisors, LLC, based in Chicago, IL, with 1 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 247 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $600 - $8,650, depending on complexity and scope.
- A La Carte Planning: $100 - $5,000 for single, targeted plans focusing on specific client needs or goals.
Location
Chicago, IL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine works as a registered representative/agent and Investment Adviser Representative with Equitable Advisors, LLC since June 2022, spending nearly full-time hours there. She can sell investment and insurance products and investment advisory services through Equitable, earning commissions and fees.
Employment History
Current Registrations
Baldwin Financial Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
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.