Kathryn
Berkenpas

Icma Retirement Corporation

CRD#4874620
Investment Advisor
in Washington, DC
Are you Kathryn Berkenpas? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kathryn Berkenpas is a certified financial planner based in Washington, D.C., who has 12 years of financial industry experience. Berkenpas is an advisor for Icma Retirement Corporation. They have spent their entire employment at Icma Retirement Corporation. Berkenpas maintains a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in Washington and D.c.. Icma Retirement Corporation is a financial advisory company that has its headquarters in Washington, D.C. It oversees $47 billion in assets under management between its 57 accounts, placing it among the largest financial advisory firms in the country by assets under management. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Icma Retirement Corporation most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$46,526,514,113

DC Average: $4,886,152,200
Total Number of Employees

865

DC Average: 60
Total Number of Accounts

57

DC Average: 205
Average Account Size

$816,254,634

DC Average: $23,834,889

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kathryn Berkenpas Work History

Kathryn has 12 years of experience.

2006 - Present (13 years)

Icma Retirement Corporation

Disclosures

Kathryn Berkenpas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started