Kathleen
Confer
Aspirean Wealth, LLC
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About this Advisor
Kathleen Confer is a certified financial planner who works in Saint Joseph, Michigan, with 31 years of experience as a financial advisor. Confer is currently employed by Aspirean Wealth, LLC. Confer has gained experience at Confer Financial Services, Questar Capital Corporation, Questar Asset Management, Aspirean Wealth, LLC, Securities America Advisors and Securities America, Inc. Confer maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Michigan. Aspirean Wealth, LLC is a registered investment company headquartered in Saint Joseph, Michigan. The investment advisory business has offices in three locations and a total of seven advisors. It administers $139 million in total assets among its 483 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 483 customer accounts, 40% are associated with high-net-worth clients who have at least $1 million in investable assets. Aspirean Wealth, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by Aspirean Wealth, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Aspirean Wealth, LLC Brokerage Details
$138,476,035
7
483
$286,700
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathleen Confer Work History
Kathleen has 31 years of experience.
Aspirean Wealth, LLC
Securities America Advisors
Securities America, Inc
Questar Capital Corporation
Questar Asset Management
Confer Financial Services
Disclosures
Kathleen Confer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Aspirean Wealth, LLC
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Saint Joseph, MI
Mill Valley, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.