Kathryn Ann Vukonich

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2011 → Present
  Security Insurance, Inc
  Fergus Falls, MN
• 09/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Other Businesses

INSURANCE AGENCY - SECURITY INSURANCE, INC. dba Security Insurance & Investments. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. Endurance LLC - Member, with spouse, of entity that owns a commercial building in Fergus Falls, MN. Will receive rental income from lease of office space. Start date: 5/1/22, approx.1 hr/mo. Not investment related. Co-owner - Forest Lodge Kennels, Fergus Falls, MN. Breed and sell AKC registered Bernese Mountain Dog puppies. Start date: 7/1/25, less than 1 hr/mo. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2015-01-26

Other Names

• Kathryn Ann Vukonich
• Kathryn Ann Crabtree
• Kathryn Ann Crabtree