Kathryn McGough
KESTRA PRIVATE WEALTH SERVICES | WEALTH ADVISOR
Schaumburg, IL 60173
Some features on this profile are disabled
CRD#: 6701983
Kathryn McGoughKESTRA PRIVATE WEALTH SERVICES
Professional summary
Kathryn McGough, CFP®, who also goes by Kathryn Elizabeth Brannan, Kathryn Elizabeth Mcgough, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Schaumburg, Illinois.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kathryn has worked at 3 firms .
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Biography
Kathryn advises others to do something they love. And if they love many things, Kathryn says, “do them all!” She brings valuable experience to her role as Wealth Advisor on the Wealth Management Team and works with clients on financial planning, investments, pre- and post-retirement planning, and estate planning matters. She works with clients on financial planning, investments, pre- and post-retirement planning, and estate planning matters. She especially enjoys connecting the dots between a client’s estate plan and financial projections with a focus on limiting estate tax and passing assets to the next generation.
She received her Juris Doctor from DePaul University College of Law and earned her BS cum laude with research honors from Illinois Wesleyan University. She is a CERTIFIED FINANCIAL PLANNER™ professional and an attorney licensed in the State of Illinois.
Kathryn is a member of Legacy Partners, an initiative at Ann & Robert H. Lurie Children’s Hospital of Chicago, a group serving as charitable planning resources in the Chicago community. She captains a Muscular Dystrophy Association walk team that raises funds for research, clinics and summer camps.
Kathryn loves her work’s rewards – helping clients do what matters most to them with the money they worked so hard to save. She feels blessed to be close to her family focusing time on her husband and two children.
Aliases
Kathryn Elizabeth Brannan | Kathryn Elizabeth Mcgough
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn McGough'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®
Start date: 2015
Experience
Current
July 6, 2026 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 10 N. Martingale Rd. Suite 400, Schaumburg, IL 60173RIA
CRD#: 155193
Schaumburg, IL
Past
January 2, 2022 - July 9, 2026
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Downers Grove, IL
Past
March 31, 2017 - February 24, 2022
TC WEALTH PARTNERS, LLC
RIA
CRD#: 283644
DOWNERS GROVE, IL
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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
Illinois(7/6/2026)
IAR
Texas(7/6/2026)
Exams
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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
KESTRA PRIVATE WEALTH SERVICES, LLC
WEALTH ADVISORCRD#: 155193Schaumburg, IL 60173TRUST BUT VERIFY
Monitor Kathryn McGough
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
