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Katie Elizabeth Kearns

INDEPENDENCE ASSET ADVISORS, LLC·WYNNEWOOD, Pennsylvania
Clean recordINDEPENDENCE ASSET ADVISORS, LLC
308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096CRD# 6045459Firm CRD# 152963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katie Elizabeth Kearns · WYNNEWOOD, PA
Registration
CRD #6045459 · INDEPENDENCE ASSET ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katie Elizabeth Kearns is a registered financial advisor based in WYNNEWOOD, Pennsylvania, affiliated with INDEPENDENCE ASSET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INDEPENDENCE ASSET ADVISORS, LLC
INDEPENDENCE ASSET ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INDEPENDENCE ASSET ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6045459
Firm CRD# 152963
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katie Elizabeth Kearns offer?
Katie Elizabeth Kearns specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.
What are Katie Elizabeth Kearns's credentials?
Katie Elizabeth Kearns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Elizabeth Kearns located?
Katie Elizabeth Kearns is based in WYNNEWOOD, Pennsylvania, working with INDEPENDENCE ASSET ADVISORS, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.
How does Katie Elizabeth Kearns charge for services?
Katie Elizabeth Kearns'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 INDEPENDENCE ASSET ADVISORS, LLC?
INDEPENDENCE ASSET ADVISORS, LLC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENCE ASSET ADVISORS, LLC

Scott David Renninger
WYNNEWOOD, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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