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Kathleen Dougherty-Klein, CFP®

Marietta Investment Partners LLC

100 E Wisconsin Ave
Ste 2650
Milwaukee, WI 53202
Phone: (414) 289-9080
Fax: (414) 289-9081

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Women's Finances

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.