Kathleen Lakritz, CFP
CLA (CliftonLarsenAllen LLP)
Certified Financial Planner in Mequon, WI
Address:7835 W Mequon Rd
Mequon, WI 53097
About Kathleen Lakritz
Kathleen Lakritz is a financial professional at CLA (CliftonLarsenAllen LLP) located in Mequon, Wisconsin. Kathleen Lakritz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kathleen Lakritz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kathleen Lakritz7835 W Mequon Rd
Mequon, WI 53097
Phone Number:
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Website:
http://www.schencksc.com
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