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Kathryn Sartori Hankard

Kathryn S. Hankard

FISCAL FITNESS
Verona, WI 53593
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CRD#: 5264456
Kathryn Sartori Hankard

Professional summary

Kathryn Sartori Hankard, CFP®, who also goes by Kathryn Ann Sartori, is a registered financial advisor currently at FISCAL FITNESS, LLC located in Verona, Wisconsin.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kathryn has worked at 1 firm and has passed the Series 65 exam.

Biography

We help our clients achieve their financial goals, big or small.  We provide straightforward, practical, affordable financial advice.  Our service is billed by the project, so you know what you're getting and how much it will cost.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Debt Management
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Planning & Distribu...
Socially Responsible Investmen...
Are you a "fiduciary"?
Yes

Aliases

Kathryn Ann Sartori

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.
Lecturer at UW-Madison (part-time, temporary) GPN Alliance - board member of non-profit Hankard Environmental Inc. - SIMPLE IRA administrator Verona Business Suites, LLC and Lafayette Business Suites, LLC - property co-owner/manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Sartori Hankard's 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

Start date: 2009

Experience

Current

January 26, 2007 - Present

FISCAL FITNESS, LLC

Office #1: 211 E. Verona Ave. #4, Verona, WI 53593
RIA
CRD#: 140148
Verona, WI

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
Wisconsin
(1/26/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2006
Uniform Investment Adviser Law Examination

Current Firm

FISCAL FITNESS, LLC
FISCAL FITNESS, LLC
FISCAL FITNESS, LLC

CRD#: 140148 / SEC#:

Wisconsin
Registered Investment Advisory firm - (1/26/2007 Approved)
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Contact information

Main Address
211 E. Verona Ave. #4, Verona, WI 53593
Mailing Address
Phone number
(608) 848-1133
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FISCAL FITNESS, LLC

FISCAL FITNESS, LLC

CRD#: 140148Verona, WI 53593

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