Katherine Ann Simmonds

CFP

Conquis Financial LLC

24 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Conquis Financial LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

47 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$220.7M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$12,000

Location

1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030

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History

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.

Employment History

Current Registrations

Conquis Financial LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Mariner Platform Solutions

March 2022 - July 2022 · 4 mos

Adviceperiod, LLC

December 2016 - March 2022 · 5 yrs 3 mos

Stanford Investment Group, INC.

June 2007 - December 2016 · 9 yrs 6 mos

Brouwer & Janachowski Incorporated

August 2001 - November 2007 · 6 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.