Kathryn Heet
Investment adviser representative at Israel Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$96.3MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Israel Investment Advisors, LLCOct 2024 to now
- Ghp Investment AdvisorsMay 2024 to now
- UnemployedNov 2023 to May 2024
- T-mobileApr 2020 to Nov 2023
- Robert HalfFeb 2019 to Apr 2020
- UnemployedJun 2018 to Feb 2019
- Greenspoon Marder LLPMar 2018 to Jun 2018
- Dish NetworkMay 2013 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
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
- 7982581
- Firm CRD
- 153952