Kathleen Baldwin Leipprandt

Employer firm

Baldwin Financial Advisors, LLC CRD 115734

85 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2014 → Present
  Baldwin Financial Advisors, Llc
  Arlington Heights, IL
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. Baldwin Financial Advisors LLC registered investment advisor provides financial education, planning and consulting to individuals, families and business, no specific financial products recommended. start 10.1986, 120 hrs/mo. 2. First United Methodist Church, consult regarding investment of church funds, duties include investment committee, signor for investment committee, will be able to sign with the investment firm to have a disbursement for expenses sent to the church, start 01.1992, 4 hrs/mo, no comp. 3. National Association of Estate Planners and Councils, accredited estate planner designee, recipient of this annual award given to recognize significant lifetime achievement and outstanding contributions to the practice and professional estate planning, start 11.2019, 2hrs/mo. 4. DePauw University, Darnall Fellow, an honor to guide students through conversations along their path to their chosen careers, start 08.2019, 2 hrs per mo. 5. Successor Trustee of Brothers Trust, start 03.2018. 6. Harper College, committee/board member, cultivate community relationships to encourage current and future gifting to the college, start 08.2023, 2 hrs/mo. 7. Downtown Arlington Heights Business Association, board member, plan and coordinate downtown Arlington Heights business owner run events, start 03.2025, 2 hrs/mo. 8. Sarcoma Foundation of America, volunteer, fundraising, 12.2025, 2hrs/mo. 9. CFP Board of Standards, Examination Team, Updating CFP licensing exams, not investment related, 9.2026, 3 hrs/mo. 10. Martin Luther King Commemoration Dinner Advisory Group, IL Commission on Diversity and Human Relations, Providing input, ideas and connections, plus hands on help in running this commemorative event, 8.2016, 3 hrs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-02
• S63 Uniform Securities Agent State Law Examination
  1987-11-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Katie Leipprandt
• Kate Leipprandt