KK
CFP
KK
CFP

Kathryn E Kraft

21 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$36.0M
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Location

1701 E Empire St. Ste 360, Bloomington, IL, 61704

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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.

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Other Business ActivitiesSells Insurance

Kathryn is an independent insurance agent since 2010, working with clients to assess their needs and find contracts for life insurance and annuities. She dedicates minimal time to this activity outside of trading hours.

Employment History
Current Registrations
Kraft Financial, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
June 2009 - October 2018 · 9 yrs 4 mos
Investment Advisors CORP
June 2009 - October 2018 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - June 2008 · 5 yrs 1 mo
State Registrations3 states
IAILTX
Advisor
Exams
No exam information available for this advisor.
Kathryn E Kraft - Financial Advisor | TrueAdvisor