Kathleen M White
Investment adviser representative at ST. Bernard Financial Services, Inc.
11 yearsExperience
2 statesRegistered in
$136.2MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- ST. Bernard Financial Services, Inc.Jan 2023 to now
- Manzanita Insurance AgencyAug 2015 to now
- Sagepoint Financial, Inc.Jun 2016 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (AR, CA).
ST. Bernard Financial Services, Inc.
$136.2MAssets managed
798Clients
30Advisers
8 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
- 2337893
- Firm CRD
- 36956