Advisor at Kraft 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
Kraft Financial, LLC
Location
Bloomington, IL 61704
Credentials
CFP®, Series 66
Industry experience
21 years
Kathryn Kraft is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Investment Advisors Corp. and Broker Dealer Financial Services Corp. before founding Kraft Financial, LLC in 2018. In addition to her advisory role, she is an independent insurance agent specializing in life insurance and annuities. Kraft Financial, LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $36 million for a select group of clients, focusing on diversified portfolios constructed from passive and active ETFs, mutual funds, equities, fixed income, and structured products, with an emphasis on cost control and a long-term perspective.
Based on Kraft Financial, LLC
$0 - $100,000: 1.50% annually $100,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.30% annually
Account minimum: $1,000,000
1701 E Empire St. Ste 360
Bloomington, IL 61704
Illinois · Iowa · Texas
Kraft Financial, LLC
2018 - Present (8 years)
Investment Advisors Corp.
2009 - 2018 (9 years)
Broker Dealer Financial Services Corp.
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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