Kathleen McAfee (CRD# 6666959) is an Investment Advisor Representative working at Equitable Advisors, LLC in Onalaska, WI and has over 5 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Kimbelry Phillips Financial LLC | Onalaska, WI | Apr 2017 - Current | 7 |
Equitable Advisors, LLC | New York, NY | Apr 2017 - Current | 7 |
Axa Advisors, LLC | New York, NY | Apr 2017 - Jun 2020 | 3 |
Axa Advisors | Onalaska, WI | Feb 2017 - Jul 2017 | < 1 |
Gordy's Country Market | Galesville, WI | Oct 2015 - Jul 2017 | 1 |
Bon Appetite | Mt. Vernon, IA | Sep 2013 - Dec 2016 | 3 |
Axa Advisors, LLC | Onalaska, WI | Jun 2016 - Aug 2016 | < 1 |
Piggly Wiggly | Galesville, WI | Aug 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- IL
- IA
- MD
- MN
- WI
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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