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Kadie Allison Hare

Edward Jones

Oklahoma City, OK

CRD 6703855

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-06
OK RA APPROVED 2017-02-21
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • OK RA
    APPROVED
    Since 2017-02-21

Branch Locations

7101 Nw Expressway Suite 135, Oklahoma City, OK 73132 • 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
Edward Jones St Louis MO 09/2016 Present
Victoria's Secret Oklahoma City OK 10/2013 09/2016
  • 09/2016 → Present
    St Louis, MO
  • 10/2013 → 09/2016
    Victoria's Secret
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-18
  • S66 Uniform Combined State Law Examination
    2016-11-18
Designations
  • Certified Financial Planner
Other Names
  • Kadie Allison Cusac

View on SEC IAPD

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