Kathryn R Kokenge
Investment adviser representative at Truewealth Financial Partners
14 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$273.7MFirm assets
Are you Kathryn R Kokenge? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truewealth Financial PartnersJul 2024 to now
- Parametric Portfolio AssociatesApr 2021 to Apr 2024
- HomemakerJan 2017 to Mar 2021
- Russell Financial ServicesAug 2012 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
Truewealth Financial Partners
Legal name: Truewealth Financial Partners, LLC
$273.7MAssets managed
156Clients
5Advisers
5 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
- 4564962
- Firm CRD
- 316079