Kathleen Ann Hentges

Current Employers

Employment History

• 09/2009 → Present
  Applied Advisor Llc
  San Francisco, CA

Other Businesses

C.T.E.C. Registered Tax Preparer. This tax preparation business is one of the services provided by Applied Advisor and is operated under Ms. Hentges current employer. It is not a separate business other than for regulatory purposes. Applied Advisor is an Registered Investment Advisor, but the tax preparation aspect of the business is not investment related. Applied Advisor is located at 3984 18th Street, San Francisco, CA 94114. The mailing address is 584 Castro Street, PMB 178, San Francisco, CA 94114. Ms. Hentges is the principal and managing member of Applied Advisor and provides all tax preparation and financial planning services to clients. Ms. Hentges began tax preparation services on 1/2003. The number of hours spent on tax preparation are approximately 320 per year, but most of these hours are in the first quarter of the year. From January to April the approximate number of hours spent on tax preparation is 60, from May to December the approximate number of hours is 10. How many of the hours spent during trading hours is not tracked since this is not relevant to Applied Advisor's business. An estimate is 30 hours per month January through April and 5 May through December. The duties of Ms. Hentges include meeting with clients, gathering tax data, preparing and signing tax returns and filing tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-21

Designations

Other Names

• Kathleen Ann Hentges