Kathryne
Stuempert
Equity Services, Inc
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About this Advisor
Kathryne Stuempert is a financial advisor who works in Montpelier, Vermont with 9 years of industry experience. Stuempert works at Equity Services, Inc. Over the course of their career, they have held roles at Self Emp-Held Amway Distributorship, National Life and Equity Services, Inc. Stuempert holds a Series 63 license, designating them as a securities broker, and can work in Minnesota. Equity Services, Inc is an advisory firm based in Montpelier, VT. The investment advisory business has offices in 220 locations and a total of 440 people on staff. It has $2 billion in assets under management among its 11,317 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 11,317 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Equity Services, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services. Fees billed by Equity Services, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kathryne Stuempert Work History
Kathryne has been registered as a financial advisor for 9 years.*
National Life
Equity Services, Inc
Self Emp-Held Amway Distributorship
*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 Kathryne Stuempert 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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