Kathleen Skowronek (CRD# 7285825) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Westfield, IN and has 1 year of experience in the finance industry. Kathleen Skowronek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Planning & Wealth Management | Virginia Beach, VA | Oct 2023 - Current | < 1 |
| Integrated Planning & Wealth Management | Virginia Beach, VA | Jun 2023 - Oct 2023 | < 1 |
| Crosspoint Wealth Partners | Richmond, VA | Aug 2021 - Jun 2023 | 1 |
| Capital Asset Management Group | Washington, DC | Jun 2021 - Aug 2021 | < 1 |
| Crosspoint Wealth Partners | Richmond, VA | Aug 2020 - May 2021 | < 1 |
| Duraloy Technologies | Scottdale, PA | May 2019 - Aug 2020 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2018 - May 2019 | < 1 |
| Southwest Regional Tax Bureau | Scottdale, PA | Jun 2016 - Aug 2018 | 2 |
| Greensburg Central Catholic High School | Greensburg, PA | Sep 2013 - Jun 2016 | 2 |
- IL
- IN
- KS
- LA
- MN
- OH
- TX
- WI
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts393ACCOUNTS
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Average Account Value$173,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, KS, LA, MN, OH, TX, WI
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