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Kathryn Mary Edwards

Plante Moran Financial Advisors

Schaumburg, IL

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2009-05-12
  • IL RA
    APPROVED
    Since 2009-05-12

Branch Locations

200 N Martingale Rd. 9Th Floor, Schaumburg, IL 60173 • 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
OrganizationCityStateFromTo
Plante Moran Financial Advisors Chicago IL 08/2008 08/2025
Plante Moran Financial Advisors Schaumburg IL 09/2025 Present
P&M Holding Group, Llp Schaumburg IL 07/2025 Present
Other Businesses

Partner, P&M Holding Group, LLP. 0 hours per month, not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-11
  • S65 Uniform Investment Adviser Law Examination
    2009-05-11
Designations
Other Names
  • Katie Mary Jones
  • Katie Edwards
  • Kathryn Mary Edwards
  • Kathryn Mary Jones

View on SEC IAPD

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Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

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