Kathleen
Hartman
Greenleaf Financial Group
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About this Advisor
Kathleen Hartman is a certified financial planner and chartered financial analyst who works out of Carmel, Indiana who has 17 years of industry experience. Hartman is an employee of Greenleaf Financial Group. They have spent all of their employment at Greenleaf Financial Group. Hartman holds a Series 63 license, certifying them as a securities broker, and is registered to operate in California and Indiana. Greenleaf Financial Group is a financial advisory business operating out of Carmel, IN. The firm has just two employees. It oversees $125 million in assets under management across its 474 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 474 client accounts, 46% are held by high-net-worth individuals who have greater than $1 million in investable assets. Greenleaf Financial Group offers portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees billed by Greenleaf Financial Group can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenleaf Financial Group Brokerage Details
$125,317,887
2
474
$264,384
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kathleen Hartman Work History
Kathleen has been registered as a financial advisor for 17 years.*
Greenleaf Financial Group, LLC
*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 Kathleen Hartman 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 Greenleaf Financial Group
Los Angeles, CA
Carmel, IN
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.
