Katherine Anne Kirkpatrick

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1999 → Present
  Self Employed
  Star, ID
• 04/2012 → Present
  Independent Financial Group
  Eagle, ID

Previous Registrations

• 2005-11-01 → 2012-05-04
  American Independent Securities Group, Llc
  Eagle, ID
  Eagle, ID
  Eagle, ID
  Eagle, ID
  Eagle, ID
• 2004-05-26 → 2005-10-31
  First Heartland Consultants, Inc.
  Eagle , ID
• 2003-05-28 → 2004-05-27
  United Heritage Financial Services, Inc.
  Meridian, ID

Other Businesses

(1) MOUNTAIN VIEW FINANCIAL, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2004 ADDRESS: 1065 E. Winding Creek Drive, Suite 230, Eagle ID 83616, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (2) BUSINESS SOLUTIONS POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1999 ADDRESS: 1065 E. Winding Creek Drive, Suite 230, Eagle ID 83616, United States DESCRIPTION: 100% OWNER/BUSINESS CONSULTANT DBA BUSINESS SOLUTIONS PROVIDING BUSINESS OVERALL STRATEGIC PLANNING COUNSEL TO SMALL BUSINESSES

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-23
• S63 Uniform Securities Agent State Law Examination
  2002-05-13

Other Names

• Katie Kendall
• Katie Kirkpatrick