Kathryn Mae Greeneway
Investment adviser representative at Raymond James Financial Services Advisors, Inc
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Avera Pooled Investment CommitteeAug 2016 to now
- Yankton School BoardMar 2009 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Certified Financial PlannerJan 2006 to now
- Avera Sacred Heart HospitalSep 2005 to now
- First Dakota National BankJun 1999 to now
- Raymond James Financial Services, Inc.Jun 1999 to now
- South Dakota Retirement SystemSep 2016 to Jun 2024
- Associated School Board of South DakotaMar 2013 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (SD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171975
- Firm CRD
- 149018