Kathryn M. Risch
Professional summary
Kathryn Mary Risch, who also goes by Kathryn Mary Ehlert, Kathryn Ehlert, Kathy Mary Ehlert, Kathy Ehlert, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in South Riding, Virginia.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kathryn has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Mary Risch's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 21, 2021 - Present
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
November 13, 2013 - July 21, 2021
SAVANT WEALTH MANAGEMENT
May 22, 2008 - October 25, 2013
PETERSEN HASTINGS WEALTH ADVISORS, INC.
January 3, 1995 - March 20, 1999
TRUSTMONT FINANCIAL GROUP, INC.
February 28, 1994 - April 13, 1995
FIRST CASCADE SECURITIES, INC
Primary Firm SEC Registration
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/21/2021)
Exams
Current Firm
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78,053 |
| AUM (Assets Under Management) | $ 32,238,330,999 |
Red Flags
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