Kathryn R. Kokenge

TRUEWEALTH FINANCIAL PARTNERS

Bellevue, WA 98005

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CRD#: 4564962

Professional summary

Kathryn R Kokenge, CFP®, who also goes by Kathryn Kokenge, Kari Kokenge, Kathryn Rae Kokenge, Kathryn Thomas, is a registered financial advisor currently at TRUEWEALTH FINANCIAL PARTNERS located in Bellevue, Washington.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kathryn has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kathryn Kokenge | Kari Kokenge | Kathryn Rae Kokenge | Kathryn Thomas

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) - RIA

Click below to view Kathryn R Kokenge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 26, 2024 - Present

TRUEWEALTH FINANCIAL PARTNERS

Office #1: 915 118th Ave Se, Suite 140, Bellevue, WA 98005

RIA

CRD#: 316079

Bellevue, WA

Past

April 16, 2014 - May 24, 2017

RUSSELL INVESTMENTS

RIA

CRD#: 105734

SEATTLE, WA

Past

January 28, 2014 - May 24, 2017

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Past

April 5, 2000 - June 15, 2004

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUEWEALTH FINANCIAL PARTNERS

TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/1/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2014

General Securities Representative Examination

Current Firm

TRUEWEALTH FINANCIAL PARTNERS

TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

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Contact information

Main Address

915 118th Ave Se, Suite 140, Bellevue, WA 98005

Mailing Address

Phone number

(425) 615-7360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE WITH APPENDIX 1 (8/22/2025)

Regulatory assets under management

Total Number of Accounts	439
AUM (Assets Under Management)	$ 224,719,836

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.

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Kathryn R. Kokenge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn R Kokenge's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEWEALTH FINANCIAL PARTNERS

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CORNERSTONE ADVISORS INC

Primary Firm SEC Registration

TRUEWEALTH FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2014

SIE

Date: 5/24/2017

Series 7

Date: 1/28/2014

Current Firm

TRUEWEALTH FINANCIAL PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUEWEALTH FINANCIAL PARTNERS

TRUST BUT VERIFY

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