KY
Kathryn Yates
from Allos Investment Advisors, LLC
Kathryn Yates is a financial advisor based in Kansas, Overland Park,
with 14 years of experience. Kathryn currently works for
Allos Investment Advisors, LLC.
Kathryn maintains a S65 license (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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Kathryn Yates works at Allos Investment Advisors, LLC
Allos Investment Advisors, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $43,436,362 of assets under management and employs about 6 people. Allos Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
12980 Foster Street, Suite 160, Overland Park, Kansas, 66213
Advisor can help with
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