Kathryn
Hooper
Osaic Institutions, Inc
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About this Advisor
Kathryn Hooper is a financial advisor based in Des Moines, Iowa, working with Osaic Institutions, Inc. Kathryn has previously held positions at Broker Dealer Financial Services Corp, Boyle Capital Management, Invest Financial Corporation, Iowa State Bank, Sorrento Pacific Financial, LLC, and Osaic Institutions, Inc. Kathryn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Kathryn is part of Osaic Institutions, Inc, which operates out of Des Moines, Iowa. The firm has 574 offices and 630 employees. The firm manages assets totaling $4.0 billion and serves charitable clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$4,024,448,971
630
8,779
$458,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kathryn Hooper Work History
Osaic Institutions, Inc
Sorrento Paficif Financial, LLC
Iowa State Bank
Invest Financial Corporation
Iowa State Bank
Sorrento Paficif Financial, LLC
Boyle Capital Management
Unemplyed
Broker Dealer Financial Services Corp
Disclosures
Please visit the SEC profile of Kathryn Hooper 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 Osaic Institutions, Inc
Richmond, VA
Ballwin, MO
New York, NY
Charlotte, NC
Palmyra, PA
Brooklyn, NY
Dover, NH
Astoria, NY
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