Unclaimed Profile

Kathleen Joy Lewis

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado

Series 7, Series 24Clean recordFIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 1868365Firm CRD# 109036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen Joy Lewis · COLORADO SPRINGS, CO

Registration

CRD #1868365 · FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD 109036 · SEC 801-56587

AUM

$564M

Regulatory assets under management

Employees

2,358 client accounts

Services offered by FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →

Introduction

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Frequently Asked Questions

What services does Kathleen Joy Lewis offer?

Kathleen Joy Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Kathleen Joy Lewis's credentials?

Kathleen Joy Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Joy Lewis located?

Kathleen Joy Lewis is based in COLORADO SPRINGS, Colorado, working with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Kathleen Joy Lewis charge for services?

Kathleen Joy Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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