Kathleen Dougherty-klein

from Strategic Wealth Partners
SEC regulated
Regulated Investment Advisor
Kathleen Dougherty-klein is a financial advisor based in Illinois, Deerfield, with 35 years of experience. Kathleen currently works for Strategic Wealth Partners. Kathleen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kathleen Dougherty-klein works at Strategic Wealth Partners
Strategic Wealth Partners is a financial advisory firm based in Deerfield, Illinois. It currently has approximately $2,989,490,003 of assets under management and employs about 44 people. Strategic Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
520 Lake Cook Road, Suite 520, Deerfield, Illinois, 60015

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