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Kathleen Anne Cannon

Kathleen A. Cannon

MONEY PILOT FINANCIAL ADVISOR LLC
Radiant, VA
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CRD#: 7209269
Kathleen Anne Cannon

Professional summary

Kathleen Anne Cannon, CFP®, who also goes by Kathleen Anne Boehm, Kathleen Cannon, is a registered financial advisor currently at MONEY PILOT FINANCIAL ADVISOR LLC located in Radiant, Virginia.

Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kathleen has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kathleen Anne Boehm | Kathleen Cannon

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 Anne Cannon'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: 2022

Experience

Current

January 15, 2020 - Present

MONEY PILOT FINANCIAL ADVISOR LLC

RIA
CRD#: 306895
Radiant, VA

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
Texas
(2/28/2023)
IAR
Virginia
(1/15/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2019
Uniform Investment Adviser Law Examination

Current Firm

MP
MONEY PILOT FINANCIAL ADVISOR LLC
MONEY PILOT FINANCIAL ADVISOR LLC

CRD#: 306895 / SEC#:

Texas
Registered Investment Advisory firm - (2/16/2023 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (1/15/2020 Approved)
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Contact information

Main Address
Radiant, VA
Mailing Address
Phone number
(540) 407-4064
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 764,712

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

MONEY PILOT FINANCIAL ADVISOR LLC

CRD#: 306895Radiant, VA

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