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Kathleen Parker

Advisor at Fremont Financial Advisors Inc.

Updated today

Location

Riverton, WY 82501

Credentials

Series 65

Industry experience

12 years

About

Kathleen Parker is a Series 65 licensed advisor at Fremont Financial Advisors Inc. in Riverton, WY, with 12 years of industry experience. She has been with Fremont Financial Advisors since 2007. In addition to her advisory role, she is licensed to sell life, accident, health, sickness, and disability insurance in Wyoming, dedicating part of her time to this area for clients. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating a network of external specialists. The firm offers access to outsourced investment management through multiple third-party platforms and emphasizes client collaboration in selecting suitable investment strategies.

Client services

Based on Fremont Financial Advisors Inc.

Financial planning Pension consulting Selection of other advisers
Small business planning, personal finance manager

Expertise

Based on Fremont Financial Advisors Inc.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing

Occupation focus

Based on Fremont Financial Advisors Inc.

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.35% total (MIAM 0.80% + FFA 0.55%) >$1,000,000 - $5,000,000: 1.10% total (MIAM 0.65% + FFA 0.45%) >$5,000,000+: 0.85% total (MIAM 0.50% + FFA 0.35%) $0 - $249,999: 1.25% (FFA on Betterment platform) $250,000 - $499,999: 0.95% (FFA on Betterment platform) $500,000 - $2,000,000: 0.65% (FFA on Betterment platform) >$2,000,000+: Negotiable (FFA on Betterment platform) $0 - $5,000,000: 1.00% total (VCM 0.60% + FFA 0.40%) for Growth, Balanced, and Target Return strategies >$5,000,000+: Negotiable (VCM and FFA for all strategies)

Project-based

$75-$125 per hour for coordination and administration of meetings

Other

Account minimum: $10,000 for MIAM and Betterment platforms; typically $100,000 for VCM platform (negotiable on individual basis) Fee-only: Hourly fee $75-$125 for coordination and administration of meetings

Location

2220 Riverview Road

Riverton, WY 82501

Most active in

Wyoming

Work history

Fremont Financial Advisors, Inc.

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James P

Series 63, Series 65, Series 66

Riverton, WY

Fremont Financial Advisors Inc.

James Parker is an investment advisor representative at Fremont Financial Advisors Inc. with 10 years of industry experience. He holds the Series 63, 65, and 66 licenses. In addition to his advisory role, Parker is involved in ownership and management of related businesses including Fremont Financial Inc., Wyoming Benefits, Inc., and Sun Realty Inc., where he also operates as a licensed real estate broker. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households. The firm provides comprehensive financial planning and coordinates with outside specialists, offering clients access to outsourced investment management through multiple third-party platforms and a digital advisory option.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner
user avatar

Michael Z

Series 63

Riverton, WY

Commonwealth Financial Network

Michael Zirbel is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. He holds the Series 63 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios using various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Grace A

ChFC®, Series 66

Riverton, WY

Edward Jones

Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner Intergenerational Families

Curt G

Series 66

Riverton, WY

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Robert O

Series 63

Riverton, WY

LPL Financial

Robert Olson is a financial advisor with LPL Financial in Riverton, WY, holding a Series 63 designation and 32 years of industry experience. He has worked with various insurance companies since 1996 and has been affiliated with LPL Financial since 1993. Olson also serves as a notary, dedicating a small portion of his time to that activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeffrey V

Series 63

Riverton, WY

LPL Financial

Jeffrey Vincent is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked with LPL Financial since 1991 and has maintained his own registered investment advisory firm, Vincent Financial Services, Inc., since 1996. Vincent has also been involved in education at Central Wyoming College for over 30 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory services with insurance and annuity product offerings through an affiliated agency.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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