Kathleen Kempf
Advisor at Your Path Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Your Path Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Your Path Financial LLC
Location
Adkins, TX
Credentials
Series 63, Series 65
Industry experience
25 years
Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.
Based on Your Path Financial LLC
up to 1.2% annually, billed quarterly at up to 0.30% per quarter (negotiable)
Investment adviser representatives are licensed insurance agents and may earn commissions for selling insurance products separate from advisory fees.
Account minimum: $5,000 Fee-only: Annual fee up to 1.2% of assets under management, payable quarterly in arrears, negotiable; Pension consulting fees up to 0.50% annually, billed quarterly in advance, negotiable; No separate fee for TPMM selection, firm shares in TPMM fees.
Adkins, TX
California · Texas
Your Path Financial LLC
2018 - Present (8 years)
Your Path 4 Prosperity LLC
2018 - Present (8 years)
Kathleen Novotny
2016 - 2018 (2 years)
Purshe kaplan Sterling Investments
2014 - 2018 (4 years)
Global View Capital Management, LTD
2014 - 2018 (4 years)
Your Path Financial LLC
2012 - Present (14 years)
Kathleen Novotny
2012 - 2018 (6 years)
Independent insurance agent
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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