Kathryn Hylander is a registered investment advisor at Forge Financial, based in Tulsa, OK, with 1 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,263 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forge Financial Services manages investments through LPL Financial's advisory programs. The annual fee is a percentage of your portfolio's value and is negotiable. The maximum fee is 1.50%. The fee may be structured on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are deducted quarterly in advance. The fee includes advisory services and transaction execution.
Location
4637 E 91st Street, Tulsa, OK, 74137
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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.
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Kathryn operates Forge Financial as a DBA for her LPL business and also as a Registered Investment Advisor. She dedicates full-time hours to providing investment advisory services through Forge Financial, which is separate from LPL Financial.
Employment History
Current Registrations
Forge Financial
LPL Financial LLCBroker
State Registrations11 states
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