Kathryn Mary Risch

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2017 → 12/2017
  Savant Capital Management
  Rockford, IL
• 12/2017 → 03/2020
  Savant Capital Management
  Rockford, IL
• 03/2020 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → 07/2021
  Savant Wealth Management
  Rockford, IL
• 07/2021 → Present
  Buckingham Strategic Partners, Llc
  Clayton, MO
• 10/2013 → 03/2017
  Savant Capital Management
  Rockford, IL
• 11/2000 → 12/2017
  Daybridge Inc
  Kennewick, WA

Previous Registrations

• 2013-11-13 → 2021-07-21
  Savant Wealth Management
  Mclean, VA
  Rockford, IL
• 2008-05-22 → 2013-10-25
  Petersen Hastings Wealth Advisors, Inc.
  Kennewick, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-20
• S63 Uniform Securities Agent State Law Examination
  1994-02-25

Other Names

• Kathryn Ehlert
• Kathryn Mary Ehlert
• Kathy Ehlert
• Kathy Mary Ehlert