Kristin E. Donahue Latham

KDL WEALTH PLANNING

Long Beach, CA 90804

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CRD#: 7334308

Professional summary

Kristin Elizabeth Donahue Latham, who also goes by Kristin Donahue Latham, is a registered financial advisor currently at KDL WEALTH PLANNING located in Long Beach, California.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kristin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristin Donahue Latham

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.

Kristin Donahue Latham is the Sole Owner at KDL Tax & Financial . This activity accounts for approximately 50% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Elizabeth Donahue Latham'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®

None

Experience

Current

April 21, 2021 - Present

KDL WEALTH PLANNING

Office #1: 5150 E Pacific Coast Hwy Suite 780, Long Beach, CA 90804

RIA

CRD#: 312795

Long Beach, CA

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
(4/21/2021)

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

Current Firm

KDL WEALTH PLANNING

CRD#: 312795 / SEC#:

California

Registered Investment Advisory firm - (4/21/2021 Approved)

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Contact information

Main Address

5150 E Pacific Coast Hwy Suite 780, Long Beach, CA 90804

Mailing Address

Phone number

(562) 233-1314

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 13,317

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.

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Kristin E. Donahue Latham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Elizabeth Donahue Latham's CRS (Customer Relationship Summary).

Certified licenses

Experience

KDL WEALTH PLANNING

State Registrations and Notice Filings

Exams

Current Firm

KDL WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KDL WEALTH PLANNING

TRUST BUT VERIFY

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