Catherine Elizabeth Farley

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 02/2020
  Obs Financial Services, Inc.
  Whitehouse, OH
• 09/2020 → 07/2024
  Oxford Financial Group
  Carmel, IN
• 03/2020 → 08/2020
  Finserv Operations Consulting, Llc
  Plymouth, MI
• 05/2026 → Present
  Kintra Wealth, Llc
  Williamsport, PA
• 08/2024 → 04/2026
  Self
  Carmel, IN
• 06/2025 → Present
  Finservices C-Suite Solutions, Llc
  Carmel, IN
• 03/2026 → Present
  High Meadow Solutions
  Carmel, IN

Previous Registrations

• 2020-11-12 → 2024-07-02
  Oxford Financial Group, Ltd
  Carmel, IN
• 2013-01-14 → 2020-03-18
  Obs Financial
  Concord, CA

Other Businesses

1. High Meadow Solutions - Non-investment Related - Part-time employee- 2026-Present. Provides consulting services to small businesses from home office in Carmel, Indiana less than 10 hours per week outside of securities trading hours. 2. FinServices C-Suite Solutions, LLC · Non-investment Related - Self-employed 2025- Present. Provides consulting services to small businesses from home office in Carmel, Indiana less than 10 hours per week outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-13

Other Names

• Catherine Elizabeth Piner
• Catherine Elizabeth Stahl