Kathleen Diane Greer Willham

Current Employers

Employment History

• 11/2006 → 11/2022
  Na
  Sandy, UT
• 11/2022 → Present
  Plan 4 Wealth
  Murray, UT
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Financial Network Wealth Advisors Llc Dba Plan 4 Wealth Llc
  Murray, UT
• 02/2026 → Present
  K & J Wealth Llc
  Sandy, UT

Other Businesses

1. NAME OF OTHER BUSINESS: PLAN 4 WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2022 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING 2.NAME OF OTHER BUSINESS: PLAN 4 WEALTH BUILDING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PARTIAL BUILDING OWNER START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER 3. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ANNUITY REP 4. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC DBA PLAN 4 WEALTH LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/01/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. Name of other business: K & J Wealth LLC Investment related: No Address: SAME AS REGISTERED LOCATION; Nature of business: Wealth Management and Financial planning Start date: 2/4/2026 Position/title/relationship: Owner Apx number of hours per week: 40 Apx number of hours during trading hours: 30 Brief description of duties: Responsible for day-to-day operations of tax entity.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-11

Other Names

• Greer