Kathleen Panek-Rickerson

Current Employers

Employment History

• 10/2018 → 09/2019
  Lpl Financial Llc
  St Charles, IL
• 01/2020 → Present
  Lpl Financial Llc
  St Charles, IL
• 07/2008 → Present
  Walnut Street Realty
  Saint Charles, IL
• 10/1996 → 09/2019
  Connectech Solutions, Inc.
  Downers Grove, IL
• 01/2013 → Present
  Babysnapps
  Saint Charles, IL
• 08/2010 → 05/2019
  School District 303
  Saint Charles, IL
• 06/2020 → Present
  Total Clarity Wealth Management (Dba: Beyond Wealth Management)
  St Charles, IL

Other Businesses

1. 7/7/2020 - Beyond Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/27/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 7/7/2020 - Beyond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/01/2020 - 64 Hours Per Month/3 Hours During Securities Trading - Provide financial plans or advice for hourly and/or fixed fees. 3. 7/7/2020 - Total Clarity Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2020 - 64 Hours Per Month During Securities Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 64 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/06/2024 - Rogers Financial Group - Tax Prep/Accounting/CPA - Crystal Lake, IL - Start Date 01/01/2025 - 5 hours per month/ 2 hours during trading 5. 06/18/2025 - Perfect Little Paradise - Investment Related - Real Estate Rental - Geneva IL - Start Date 07/28/2023 - 5 Hrs/Mth - 0 Hrs During Trading. 6. 01/31/2026 - Financial Service Center of Delaware, LLC D/B/A Financial ServiCenter - Tax Prep/Accounting/CPA - Tax Prep - Investment Related - At Reported Business Location(s) - Start Date 01/21/2026 - 6 hours per month/ 1 hour during trading 7. 06/16/2026 - Beyond Wealth Mgmt - Tax Prep/Accounting/CPA - Investment Related - Saint Charles, IL - Start Date 01/02/2024 - 30 hours per month/ 10 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-05-27

Other Names

• Kathy Panek
• Kate Panek