Kathryn
Edwards

Plante Moran Financial Advisors

CRD#5660827
Investment Advisor
in Chicago, IL

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About this Advisor

Kathryn Edwards is a certified financial planner operating in Chicago, Illinois who has 14 years of relevant experience. Edwards is currently employed by Plante Moran Financial Advisors. They have spent their entire time as a financial advisor at Plante Moran Financial Advisors. Edwards has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Illinois. Plante Moran Financial Advisors is an advisory business based out of Southfield, MI. The company has offices in 12 locations and a total of 139 advisors. It manages $17 billion in total assets across its 16,199 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,199 customer accounts, 87% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types billed by Plante Moran Financial Advisors likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 South Riverside Dr 9Th Floor
Chicago, IL 60606-3770

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

IL Average: $943,424,332
Total Number of Employees

139

IL Average: 21
Total Number of Accounts

16,199

IL Average: 1,586
Average Account Size

$1,033,552

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kathryn Edwards Work History

Kathryn has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Plante Moran Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kathryn Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plante Moran Financial Advisors

Jacob Petrick
Portage, MI
Cartier Zori
West Bloomfield, MI
Justin Halvorson
Detroit, MI
Logan Olsen
Monroe, WA
Steven Gibson
Chicago, IL
Matthew Mcevily
Columbus, OH
Mitchell Lowe
Ann Arbor, MI
James Hankenhof
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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