Unclaimed Profile

Kathryn Ann Stelter

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC·SIMSBURY, Connecticut

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC

200 HOPMEADOW STREET, SIMSBURY, CT 06089CRD# 2768973Firm CRD# 45995

Profile Verification

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

Identity

Kathryn Ann Stelter · SIMSBURY, CT

Registration

CRD #2768973 · HARTFORD INVESTMENT FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Kathryn Ann Stelter is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC

AUM

$50.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARTFORD INVESTMENT FINANCIAL SERVICES, LLC →

Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2768973

Firm CRD# 45995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Ann Stelter offer?

Kathryn Ann Stelter specializes in Investment Management, Fee-Only Advisory. Contact their office in SIMSBURY, Connecticut for a consultation.

What are Kathryn Ann Stelter's credentials?

Kathryn Ann Stelter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Ann Stelter located?

Kathryn Ann Stelter is based in SIMSBURY, Connecticut, working with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.

How does Kathryn Ann Stelter charge for services?

Kathryn Ann Stelter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARTFORD INVESTMENT FINANCIAL SERVICES, LLC?

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC has approximately 11 employees and manages $50.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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