Kathryn L. Kubiak-rizzone

ABOUT TIME FINANCIAL PLANNING

Rochester, NY

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CRD#: 7358547

Professional summary

Kathryn Lin Kubiak-rizzone is a registered financial advisor currently at ABOUT TIME FINANCIAL PLANNING located in Rochester, New York.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kathryn has worked at 2 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.

Kathryn Kubiak-Rizzone is currently dually registered as an investment adviser representative of Values Added Financial. This activity accounts for approximately 25% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Lin Kubiak-rizzone'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

September 22, 2023 - Present

ABOUT TIME FINANCIAL PLANNING

RIA

CRD#: 327989

Rochester, NY

Past

May 21, 2021 - January 5, 2024

VALUES ADDED FINANCIAL

RIA

CRD#: 288912

Rochester, NY

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
(8/9/2024)

IAR

District of Columbia
(6/21/2024)

IAR

Maryland
(11/12/2024)

IAR

New York
(9/22/2023)

IAR

Texas
(9/24/2025)

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: 3/17/2021

Uniform Investment Adviser Law Examination

Current Firm

ABOUT TIME FINANCIAL PLANNING

ABOUT TIME FINANCIAL PLANNING | ABOUT TIME FINANCIAL PLANNING, LLC

CRD#: 327989 / SEC#:

California

Registered Investment Advisory firm - (8/9/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (6/21/2024 Approved)

Maryland

Registered Investment Advisory firm - (11/12/2024 Approved)

New York

Registered Investment Advisory firm - (9/22/2023 Approved)

Texas

Registered Investment Advisory firm - (9/9/2025 Conditional Restricted)

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Contact information

Main Address

Rochester, NY

Mailing Address

Phone number

(585) 532-7479

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 9,127,232

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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Kathryn L. Kubiak-rizzone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Lin Kubiak-rizzone's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABOUT TIME FINANCIAL PLANNING

VALUES ADDED FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2021

Current Firm

ABOUT TIME FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABOUT TIME FINANCIAL PLANNING

TRUST BUT VERIFY

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