Kathy Henningsen has been working as a Founder and Certified Financial Plannerâ in Ksh Advisors since 2015. Furthermore, this person has professional experience at more than seven companies in the relevant field. Kathy has a total work experience of 21+ years. Kathy Henningsen studied at the University of Washington from 1978 to 1984. This expert has the following certificates: Certified Financial Planner™ and Cfp Board. Now Kathy Henningsen lives in Medina, Washington region. You can find this expert's current contacts through our search.
Name variants:
Katherine Henningsen,
Kathleen Henningsen
Last updated May 28, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ka**@kshadvisors.com, he**@hotmail.com
Location
Medina, WA
Company
Workplace
Colleagues
Work History
Founder and Certified Financial Plannerâ
11900 northeast 1St St SUITE 300, Bellevue, WA 98005
from Jan 2015
Certified Financial Plannerâ and Senior Financial Advisor
10655 northeast 4Th St, Bellevue, WA 98004
Certified Financial Planner providing investment management and general financial planning for clients and small businesses in a Registered Investment Advisor (RIA) Firm. I have a particular...
Jul 2005 — Jan 2015
Advisor and Assistant Sales Manager
Provided investment guidance to bank clients and ultimately oversaw the development of other advisors.
1991 — 1995
Stock Broker
New York, NY
I completed my training with Merrill Lynch which then allowed me to become a practicing broker assisting clients and families with their investment needs.
1985 — 1987
Assistant
Assisted with financial plans/office duties/clients while learning the ropes of working with clients in a financial planning capacity as I completed my college degree.
1982 — 1984
Administrative Assistant
245 Summer St, Boston, MA 02210
Took a sabbatical year from college working at Fidelity in the FIS Division.
May 1981 — Apr 1982
Education
1978 — 1984
Occupations
Financial Broker
Certified Financial Planner
Executive
Founder
Accountant
Finance and Accounting Specialist
Financial Consultant
Advisor
Puchasing and Estimating Manager
Financial Manager
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Investment Management
Securities
Small Business
Finance
Wealth Management
Strategic Financial Planning
Portfolio Management
Certified Financial Planner
Series 63
Financial Analysis
FAQs about Kathy Henningsen
What is the main profession of Kathy Henningsen?
This professional's job is Founder and Certified Financial Plannerâ
What jobs is Kathy a professional at?
The expert is proficient at Financial Broker and Certified Financial Planner jobs.
Where is Kathy Henningsen located?
Kathy Henningsen is located in Medina, Washington.
Does Kathy Henningsen have the email address?
ka**@kshadvisors.com and he**@hotmail.com is The expert's email address.
Where did Kathy Henningsen work?
Kathy Henningsen worked at Ksh Advisors, Avier Wealth Advisors.
Where has Kathy Henningsen studied?
Kathy studied at the University of Washington from 1978 to 1984.
What are the certifications of Kathy Henningsen?
This expert received the following certifications: Certified Financial Planner™ and Cfp Board.
What is professional industry that Kathy Henningsen worked in?
Kathy Henningsen works in Financial Services industry.