Kathleen
Gerhardt
Prospera Financial Services, Inc
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About this Advisor
Kathleen Gerhardt is a financial advisor based in Dallas, Texas, working with Prospera Financial Services, Inc. Kathleen has previously held a position at Prospera Financial Services, Inc. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Kathleen is part of Prospera Financial Services, Inc, which operates out of Dallas, Texas. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$7,913,077,866
240
20,915
$378,345
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
- Pension consulting services
- Selection of other advisers
Kathleen Gerhardt Work History
Prospera Financial Services, Inc
Disclosures
Please visit the SEC profile of Kathleen Gerhardt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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