Kathleen Finn
Investment adviser representative at Catoctin Ridge Wealth Partner
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$199MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Catoctin Ridge Wealth PartnerJun 2025 to now
- Catoctin Ridge Wealth PartnersApr 2025 to now
- Finn Financial Advisory Group, IncApr 2011 to now
- Kathleen Finn, LLCApr 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (DC).
Catoctin Ridge Wealth Partner
Legal name: Catoctin Ridge Wealth Partner, LLC
$199MAssets managed
933Clients
4Advisers
1 yearIn 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
- 4870394
- Firm CRD
- 333113