Unclaimed Profile

Katherine Anne Coons

CHERRY HILLS INVESTMENT ADVISORS, INC.·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 9, Series 10, Series 24, Series 26, Series 63, Series 65Clean record18 years registeredCHERRY HILLS INVESTMENT ADVISORS, INC.

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 3175154Firm CRD# 171882

Profile Verification

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

Identity

Katherine Anne Coons · GREENWOOD VILLAGE, CO

Registration

CRD #3175154 · CHERRY HILLS INVESTMENT ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY HILLS INVESTMENT ADVISORS, INC.

INVESTMENT MANAGEMENT CONSULTANTS, LTD.

Aug 2012 – Sep 2013

LITTLETON, CO

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2011 – Oct 2011

ENGLEWOOD, CO

BREWER FINANCIAL SERVICES, LLC

Feb 2008 – Jan 2011

GLENWOOD SPRINGS, CO

CENTURY SECURITIES ASSOCIATES INC

Oct 2007 – Sep 2009

GLENWOOD SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · October 24, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY HILLS INVESTMENT ADVISORS, INC.

CRD 171882 · SEC 801-79961

AUM

$193M

Regulatory assets under management

Employees

924 client accounts

Services offered by CHERRY HILLS INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY HILLS INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Katherine Anne Coons offer?

Katherine Anne Coons specializes in Financial Planning, Investment Management.

What are Katherine Anne Coons's credentials?

Katherine Anne Coons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Anne Coons located?

Katherine Anne Coons is based in GREENWOOD VILLAGE, Colorado, last registered with CHERRY HILLS INVESTMENT ADVISORS, INC..

How does Katherine Anne Coons charge for services?

Katherine Anne Coons'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 CHERRY HILLS INVESTMENT ADVISORS, INC.?

CHERRY HILLS INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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