AdvisorOS Directory
Claim Profile
Unclaimed Profile
KT

Kathleen Ann Thornhill

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65Clean record12 years registeredCONFLUENCE WEALTH SERVICES, INC.
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 6108382Firm CRD# 311980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Ann Thornhill · MCMURRAY, PA
Registration
CRD #6108382 · CONFLUENCE WEALTH SERVICES, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

CONFLUENCE FINANCIAL PARTNERS
Jul 2022 – present
HEFREN-TILLOTSON, INC.
Jul 2014 – Jul 2022
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 1, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONFLUENCE WEALTH SERVICES, INC.
CRD 311980 · SEC 801-120711
AUM
$3.1B
Regulatory assets under management
Employees
69
8,055 client accounts
Services offered by CONFLUENCE WEALTH SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONFLUENCE WEALTH SERVICES, INC. →
Introduction

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MCMURRAY?

Browse all registered financial advisors in MCMURRAY, Pennsylvania or claim this profile if it's yours.

Browse MCMURRAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathleen Ann Thornhill offer?
Kathleen Ann Thornhill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are Kathleen Ann Thornhill's credentials?
Kathleen Ann Thornhill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Ann Thornhill located?
Kathleen Ann Thornhill is based in MCMURRAY, Pennsylvania, working with CONFLUENCE WEALTH SERVICES, INC.. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does Kathleen Ann Thornhill charge for services?
Kathleen Ann Thornhill'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 SERVICES, INC.?
CONFLUENCE WEALTH SERVICES, INC. has approximately 69 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONFLUENCE WEALTH SERVICES, INC.

Gregory Joseph Weimer
MCMURRAY, PA
CFP
Gregory Joseph Weimer
MCMURRAY, PA
James Austin Wilding
MCMURRAY, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile