Kathryn Marie Young
Investment adviser representative at Financial Forum, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$285.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Financial Forum, Inc.Aug 2005 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Dec 2007 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (WA).
Financial Forum, Inc.
$285.8MAssets managed
572Clients
4Advisers
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
- 5027604
- Firm CRD
- 307740