Kathryn Swan

Current Employers

Employment History

• 07/2018 → 08/2018
  Alliance Insurance Group
  Eugene, OR
• 05/2019 → 08/2019
  Assured Partners
  Eugene, OR
• 07/2020 → 12/2020
  Fester And Chapman Pllc
  Scottsdale, AZ
• 05/2021 → 11/2021
  Cor Lux Financial
  Eugene, OR
• 11/2021 → Present
  Blakely Walters Wealth Management
  Scottsdale, AZ
• 08/2018 → 05/2021
  Grand Canyon University
  Phoenix, AZ
• 08/2014 → 06/2018
  Marist Catholic High School
  Eugene, OR
• 11/2022 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 09/2022 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2022-11-18 → 2025-07-10
  Next Financial Group, Inc.
  Scottsdale, AZ
  Houston, TX

Other Businesses

1 - 07/2025 - Blakely Walters Wealth Management - Non-Variable Insurance - Inv Related - 10 Hours/Month - 10 Hours During Trading - Scottsdale, AZ - OBA Start Date: 05/12/2025. 2 - 07/2025 - Blakely Walters Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 96 Hours During Trading - At reported business location(s). 3 - 07/21/2025 - Blakely Walters Wealth Management - Registered Investment Advisor - Investment Related - At Reported Business location(s) - Start Date 07/01/2024 - 100 hours per month/ 60 hours during trading - I temporarily provide limited services through Blakely Walters Wealth Management, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 7/2024, and expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL

Exams

• S66 Uniform Combined State Law Examination
  2022-11-09