Kathleen Ann Wresch

Lake In The Hills, IL

CRD 7437376

Claim This Profile

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-02-16
IL	RA	APPROVED	2021-11-16

TX RA
APPROVED

Since 2022-02-16
IL RA
APPROVED

Since 2021-11-16

Branch Locations

4581 Princeton Lane Suite 123, Lake In The Hills, IL 60156 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2021	Present
Homeside Financial	Downers Grove	IL	01/2019	09/2021
Perl Mortgage	Naperville	IL	10/2014	01/2019

09/2021 → Present

Edward Jones

St Louis, MO
01/2019 → 09/2021

Homeside Financial

Downers Grove, IL
10/2014 → 01/2019

Perl Mortgage

Naperville, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-13

S66 Uniform Combined State Law Examination

2021-11-13

Other Names

Katie Wresch
Katie Mcgrath
Kathleen Mcgrath

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

Nearby Investors

Matt Robert Foster

Danielle C Prigge

Derrick Scott Kelly

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE IN THE HILLS, IL

ALLSTATE FINANCIAL ADVISORS, LLC · Algonquin, IL

LPL FINANCIAL LLC · ALGONQUIN, IL

More in Lake In The Hills, IL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor