Unclaimed Profile

Kathleen M Christensen

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Series 65Clean record17 years registeredFILOMENO WEALTH MANAGEMENT, LLC

80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 5344482Firm CRD# 145450

Profile Verification

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

Identity

Kathleen M Christensen · WEST HARTFORD, CT

Registration

CRD #5344482 · FILOMENO WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC

Jun 2013 – present

FILOMENO WEALTH MANAGEMENT, LLC

Dec 2008 – Jun 2013

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 4, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILOMENO WEALTH MANAGEMENT, LLC

CRD 145450 · SEC 801-68464

AUM

$58M

Regulatory assets under management

Employees

36 client accounts

Services offered by FILOMENO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 FILOMENO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kathleen M Christensen offer?

Kathleen M Christensen specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Kathleen M Christensen's credentials?

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

Where is Kathleen M Christensen located?

Kathleen M Christensen is based in WEST HARTFORD, Connecticut, working with FILOMENO WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Kathleen M Christensen charge for services?

Kathleen M Christensen'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 FILOMENO WEALTH MANAGEMENT, LLC?

FILOMENO WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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