Investment adviser representative · Plante Moran Financial Advisors
Kathryn M. Edwards
CRD 5660827 · Schaumburg, IL
At a glance
Kathryn M. Edwards is an investment adviser representative with Plante Moran Financial Advisors in Schaumburg, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathryn’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Plante Moran Financial AdvisorsSince May 2009Schaumburg, IL · $27B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kathryn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.