Kathleen Hartman

from Greenleaf Financial Group
SEC regulated
Regulated Investment Advisor
Kathleen Hartman is a financial advisor based in Indiana, Carmel, with 28 years of experience. Kathleen currently works for Greenleaf Financial Group. Kathleen maintains a S63 license (Uniform Securities Agent State 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 Hartman works at Greenleaf Financial Group
Greenleaf Financial Group is a financial advisory firm based in Carmel, Indiana. It currently has approximately $125,071,990 of assets under management and employs about 2 people. Greenleaf Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
13295 Illinois St, Suite 322, Carmel, Indiana, 46032

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