Kathleen Kempf (CRD# 4200925) is an Investment Advisor Representative working at Your Path Financial LLC in Adkins, TX and has over 23 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Path Financial LLC | Adkins, TX | Oct 2018 - Current | 5 |
| Your Path 4 Prosperity LLC | Adkins, TX | Sep 2018 - Current | 5 |
| Your Path Financial LLC | Adkins, TX | May 2012 - Current | 11 |
| Independent Insurance Agent | Adkins, TX | Dec 2009 - Current | 14 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - Dec 2018 | 4 |
| Global View Capital Management, Ltd | Crowley, TX | Jan 2014 - Oct 2018 | 4 |
| Kathleen Novotny | Crowley, TX | Aug 2016 - Sep 2018 | 2 |
| Kathleen Novotny | Crowley, TX | May 2012 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.