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KK

Kathleen L. Knight

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CRD#: 1291151
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kathleen L Knight was a registered financial professional .

Kathleen is a previously registered financial professional and started their career in finance in 2004. Kathleen had worked at 1 firm and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 21, 2004 - May 22, 2014

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
LINCOLN, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/24/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SH
SMITH HAYES FINANCIAL SERVICES CORPORATION
SMITH & HAYES FINANCIAL SERVICES CORPORATION | SMITH HAYES FINANCIAL SERVICES CORPORATION | SMITH HAYES FINANCIAL SERVICES

CRD#: 17059 / SEC#: , 8-34980

BD
Terminated by SEC on 09/30/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Nebraska since 09/16/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SMITH HAYES COMPANIES D/B/A SMITH HAYESPARENT COMPANY
DAVIS, COLLEEN TERESEVICE PRESIDENT, OPERATIONS1274284
DECKER, JOHN LOUIS JRPRESIDENT, CEO2812644
DEWHURST, KATHLEEN ANNVICE PRESIDENT, HR1245164
HOWELL, RUTH ANNETTECHIEF COMPLIANCE OFFICER1255071
KERR, JAMES PATRICKDIRECTOR824040
MANN, BRANDON MICHAELVICE PRESIDENT OF SALES4488207
NELSON, THOMAS STEVENDIRECTOR1108782
PURPURA, MICHAEL JOSEPHDIRECTOR2095576
SCHAEFER, BOBBY JOHNCFO / SECRETARY / TREASURER5569260

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SMITH HAYES FINANCIAL SERVICES CORPORATION

CRD#: 17059

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