Kathryn Alexander (CRD# 6700416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Overland Park, KS and has over 6 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Overland Park, KS | May 2019 - Current | 4 |
| Communityamerica Financial Solutions, LLC | Lenexa, KS | Dec 2018 - May 2019 | < 1 |
| Bank Of America N.a. | Leawood, KS | Feb 2017 - Dec 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood, KS | Aug 2016 - Dec 2018 | 2 |
| Keller Williams (contractor) | Overland Park, KS | Oct 2013 - Aug 2016 | 2 |
| Littler Mendelson | Kansas City, Mo, MO | Apr 2015 - Dec 2015 | < 1 |
| Dex Media | Overland Park, KS | Jan 2003 - Nov 2013 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- KS
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- 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
- 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, MA, 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, VT, WA, WI, WV, WY
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