Kathleen Elizabeth Hartman
Investment adviser representative at Greenleaf Financial Group
20 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$175.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Greenleaf Financial Group, LLCFeb 2006 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
Greenleaf Financial Group
Legal name: Greenleaf Financial Group, LLC
$175.2MAssets managed
123Clients
2Advisers
6 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
- 2759014
- Firm CRD
- 137933