Best Investors Account Sign in
Inactive

Kathryn R Kokenge

Truewealth Financial Partners

Bellevue, WA

Claim This Profile
Current Employers
Truewealth Financial Partners

11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-07-26
  • WA RA
    APPROVED
    Since 2024-07-26

Branch Locations

11400 Se 8Th Street Suite 225, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell Financial Services Seattle WA 08/2012 12/2016
Parametric Portfolio Associates Seattle WA 04/2021 04/2024
Truewealth Financial Partners Bellevue WA 07/2024 Present
Homemaker North Bend WA 01/2017 03/2021
  • 08/2012 → 12/2016
    Russell Financial Services
    Seattle, WA
  • 04/2021 → 04/2024
    Parametric Portfolio Associates
    Seattle, WA
  • 07/2024 → Present
    Truewealth Financial Partners
    Bellevue, WA
  • 01/2017 → 03/2021
    Homemaker
    North Bend, WA
Previous Registrations
  • 2014-04-16 → 2017-05-24
    Russell Investments
    Seattle, WA
  • 2000-04-05 → 2004-06-15
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-01
  • S66 Uniform Combined State Law Examination
    2014-04-01
Designations
Other Names
  • Kathryn Kokenge
  • Kathryn Rae Kokenge
  • Kari Kokenge
  • Kathryn Thomas

View on SEC IAPD

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor