Kathlyn M. Scheel
Professional summary
Kathlyn Marie Scheel, who also goes by Kathlyn M Ormsbee, Kathlyn Marie Ormsbee, is a registered financial advisor currently at NEW HARBOR FINANCIAL GROUP, LLC located in Worcester, Massachusetts.
Kathlyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kathlyn has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathlyn Marie Scheel's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2022 - Present
NEW HARBOR FINANCIAL GROUP, LLC
Office #1: 146 Main Street Suite 302, Worcester, MA 01608March 14, 2011 - September 6, 2016
COMMONWEALTH FINANCIAL NETWORK
May 7, 2007 - September 6, 2016
COMMONWEALTH FINANCIAL NETWORK
Primary Firm SEC Registration
NEW HARBOR FINANCIAL GROUP, LLC
CRD#: 155528 / SEC#: 801-72007
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2022)
Exams
Current Firm
NEW HARBOR FINANCIAL GROUP, LLC
CRD#: 155528 / SEC#: 801-72007
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,012 |
| AUM (Assets Under Management) | $ 576,915,016 |
Red Flags
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Company Information
NEW HARBOR FINANCIAL GROUP, LLC
CRD#: 155528Worcester, MA 01608TRUST BUT VERIFY
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