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Katherine Veronica Jennings

VALSTONE PARTNERS VI, LLC·BIRMINGHAM, Michigan
Clean recordVALSTONE PARTNERS VI, LLC
260 E. BROWN ST., BIRMINGHAM, MI 48009CRD# 4452622Firm CRD# 300629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Veronica Jennings · BIRMINGHAM, MI
Registration
CRD #4452622 · VALSTONE PARTNERS VI, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Veronica Jennings is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with VALSTONE PARTNERS VI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VALSTONE PARTNERS VI, LLC
VALSTONE PARTNERS VI
AUM
$754M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VALSTONE PARTNERS VI, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4452622
Firm CRD# 300629
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Veronica Jennings offer?
Katherine Veronica Jennings specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Katherine Veronica Jennings's credentials?
Katherine Veronica Jennings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Veronica Jennings located?
Katherine Veronica Jennings is based in BIRMINGHAM, Michigan, working with VALSTONE PARTNERS VI, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Katherine Veronica Jennings charge for services?
Katherine Veronica Jennings's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALSTONE PARTNERS VI, LLC?
VALSTONE PARTNERS VI, LLC has approximately 9 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALSTONE PARTNERS VI, LLC

Shana Ashley Weiss
BIRMINGHAM, MI
Larry Elias Jennings
BIRMINGHAM, MI
Eric Richard Abel
BIRMINGHAM, MI
Geoffrey David Murray
BIRMINGHAM, MI
Gerald Charles Timmis
BIRMINGHAM, MI
Deborah Susan Abel
BIRMINGHAM, MI

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