Kathryn Jean Hylander
Professional Summary
Kathryn Jean Hylander, who also goes by Kathryn Bradley, Katy Bradley, Katy Hylander, is a registered financial advisor currently at FORGE FINANCIAL located in Tulsa, Oklahoma and LPL FINANCIAL LLC located in Tulsa, Oklahoma. Kathryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Kathryn has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kathryn Bradley, Katy Bradley, Katy Hylander
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
Contact Information
Main Address
2901 South Bryant Avenue, Edmond, OK 73013Phone Number
(405) 340-1600# of Employees
15SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
7,427AUM (Assets Under Management)
$1,457,365,476Similar Advisors
LPL FINANCIAL LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(9/30/2024)
(9/30/2024)
(4/14/2025)
(10/15/2025)
(10/15/2024)
(10/15/2024)
(1/27/2026)
(8/2/2024)
(9/5/2024)
(10/21/2024)
(9/5/2024)
(9/26/2024)
(8/7/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Jean Hylander's CRS (Customer Relationship Summary).
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