Kathleen Anne Laseter
Investment adviser representative at Parady Wealth Management
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$145.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Blueprint Wealth Management, LLC dba Parady Wealth ManagementNov 2016 to now
- Parady Group LLCFeb 2015 to now
- Parady Wealth ManagementMay 2014 to now
- Parady Financial Group, Inc.Jan 2012 to now
- Parady Tax Solutions LLCJan 2012 to now
- Kathleen Laseter Cpa, LLCJan 1993 to now
- Capital Asset Advisory Services, LLCJun 2016 to Jun 2017
- Parady Investments, LLCDec 2013 to Nov 2016
- Accountancy LLCNov 2013 to Jan 2018
- Parady West, LLCNov 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Parady Wealth Management
Legal name: Blueprint Wealth Management, LLC
$145.7MAssets managed
1,282Clients
4Advisers
4 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
- 6278035
- Firm CRD
- 169997