Catherine Elizabeth Farley
Investment adviser representative at Kintra Wealth, LLC
13 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Kintra Wealth, LLCMay 2026 to now
- High Meadow SolutionsMar 2026 to now
- Finservices C-suite Solutions, LLCJun 2025 to now
- SelfAug 2024 to Apr 2026
- Oxford Financial GroupSep 2020 to Jul 2024
- Finserv Operations Consulting, LLCMar 2020 to Aug 2020
- Obs Financial Services, Inc.Jan 2013 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 2314911
- Firm CRD
- 299407