Kathleen Patricia Oberneder
Investment adviser representative at Forefront
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$239.8MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- ForefrontJan 2024 to now
- Calton & Associates, Inc.Jan 2024 to now
- Forefront Wealth Partners dba Four Leaf Financial PlanningJan 2024 to now
- UnemployedNov 2023 to Jan 2024
- J. W. Cole Advisors, Inc.Apr 2017 to Nov 2023
- J.W. Cole Financial, Inc.Apr 2017 to Nov 2023
- LPL FinancialOct 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 4385405
- Firm CRD
- 308521