Kathleen Jutta Connors

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 02/2021 → 09/2022
  Envision Wealth Planning Inc.
  Albuquerque, NM
• 10/2019 → 10/2020
  Trilumina Corporation
  Albuquerque, NM
• 10/2013 → 10/2019
  Cfv Solar Test Laboratory
  Albuquerque, NM
• 10/2020 → 02/2021
  Envision Wealth Planning Inc.
  Albuquerque, NM
• 10/2022 → 08/2025
  Better Money Decisions, Llc
  Santa Fe, NM
• 08/2025 → Present
  Ep Wealth Advisors, Llc
  Albuquerque, NM

Previous Registrations

• 2022-10-28 → 2025-11-13
  Better Money Decisions
  Santa Fe, NM
  Albuquerque, NM
  Albuquerque, NM
• 2021-02-12 → 2022-10-10
  Envision Wealth Planning Inc.
  Chicago, IL
  Albuquerque, NM
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-30

Designations

• Certified Financial Planner

Other Names

• Kathleen Connors Dowdy
• Kathleen Connors Dowdy
• Kathleen Dowdy
• Kathleen Connors
• Kathleen Jutta Connors Dowdy