Unclaimed Profile

Kathleen Jade Kee

CONFLUENCE WEALTH MANAGEMENT LLC·PORTLAND, Oregon

Clean recordCONFLUENCE WEALTH MANAGEMENT LLC

1211 SW FIFTH AVE, PORTLAND, OR 97204CRD# 1133926Firm CRD# 107810

Profile Verification

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

Identity

Kathleen Jade Kee · PORTLAND, OR

Registration

CRD #1133926 · CONFLUENCE WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Jade Kee is a registered financial advisor based in PORTLAND, Oregon, affiliated with CONFLUENCE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONFLUENCE WEALTH MANAGEMENT LLC

AUM

$782M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONFLUENCE WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1133926

Firm CRD# 107810

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Jade Kee offer?

Kathleen Jade Kee specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Kathleen Jade Kee's credentials?

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

Where is Kathleen Jade Kee located?

Kathleen Jade Kee is based in PORTLAND, Oregon, working with CONFLUENCE WEALTH MANAGEMENT LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Kathleen Jade Kee charge for services?

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

How large is CONFLUENCE WEALTH MANAGEMENT LLC?

CONFLUENCE WEALTH MANAGEMENT LLC has approximately 17 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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