Kathleen Diane greer Willham
Investment adviser representative at Financial Network Wealth Advisors LLC
20 yearsExperience
1 stateRegistered in
$515.4MFirm assets
4 yearsFirm in business
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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
- Pension consulting
Experience
20 years in the industry.
- Financial Network Wealth Advisors LLCFeb 2026 to now
- K & J Wealth LLCFeb 2026 to now
- Financial Network Wealth Advisors LLC dba Plan 4 Wealth LLCJan 2026 to now
- Cetera Wealth Services, LLCMay 2024 to now
- Plan 4 WealthNov 2022 to now
- NANov 2006 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Financial Network Wealth Advisors LLC
$515.4MAssets managed
1,828Clients
7Advisers
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
- 7662769
- Firm CRD
- 318842