Kathryn Rose Isackson-papp
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCOct 2025 to now
- UnemployedJun 2025 to Oct 2025
- Best and FlanaganMay 2024 to Feb 2025
- Plaid Pig BoutiqueNov 2023 to Feb 2024
- Morgan Stanley, Parametric Portfolio AssociatesJun 2023 to Aug 2023
- Badlands Golf CourseJun 2022 to Aug 2022
- River Oaks Municipal Gold CourseJun 2022 to Aug 2022
- University of Minnesota, Twin CitiesSep 2021 to May 2025
- UnemployedSep 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7714654
- Firm CRD
- 6627