KA
CFA
KA
CFA
Kathleen Adamec is a CFA-designated registered investment advisor at Adamec Financial Group, INC., based in Hinsdale, IL, with 28 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$29.3M
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Location
Hinsdale, IL
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Adamec Financial Group, INC.
October 1997 - Present · 28 yrs 6 mos
Previous Registrations
Adamec Financial Group, INC.
October 1997 - December 2002 · 5 yrs 2 mos
State Registrations1 state
IL
Advisor
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Exams
No exam information available for this advisor.