Catherine Lynn Conger
Investment adviser representative at Cerity Partners LLC
10 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 feePerformance-based
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.
- Cerity Partners LLCMar 2026 to now
- Farm ShopAug 2025 to now
- Northwestern Mutual Investment Services LLCSep 2023 to Nov 2025
- Vanbarton Group LLCJun 2023 to Aug 2023
- Rockhill Management LLCApr 2023 to Jun 2023
- Full-time EducationAug 2019 to May 2023
- Proper HotelMar 2018 to Mar 2020
- TawlaAug 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7801393
- Firm CRD
- 151559