Kathleen T. Kenealy

KATAPULT FINANCIAL PLANNING LLC

Woburn, MA

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CRD#: 5989012

Professional summary

Kathleen T Kenealy, CFP®, CPWA® is a registered financial advisor currently at KATAPULT FINANCIAL PLANNING LLC located in Woburn, Massachusetts.

Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kathleen has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Kathleen T Kenealy'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: 2008

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-11-16

Expire date: 2023-10-31

Experience

Current

September 30, 2022 - Present

KATAPULT FINANCIAL PLANNING LLC

RIA

CRD#: 322757

Woburn, MA

Past

November 9, 2015 - May 26, 2022

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

Past

October 21, 2014 - October 28, 2015

PEAK FINANCIAL MANAGEMENT INC

RIA

CRD#: 110559

WALTHAM, MA

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

California
(11/17/2023)

IAR

Massachusetts
(9/30/2022)

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 65

Date: 6/16/2005

Uniform Investment Adviser Law Examination

Current Firm

KATAPULT FINANCIAL PLANNING LLC

CRD#: 322757 / SEC#:

California

Registered Investment Advisory firm - (11/17/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

Woburn, MA

Mailing Address

Phone number

(617) 835-8851

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 34,053,976

Red Flags

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

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Kathleen T. Kenealy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen T Kenealy's CRS (Customer Relationship Summary).

Certified licenses

Experience

KATAPULT FINANCIAL PLANNING LLC

SVB WEALTH

PEAK FINANCIAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2005

Current Firm

KATAPULT FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KATAPULT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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