

Kathleen Schroeder
Financial Advisor
Babb Financial LLC
United States, Arizona, Flagstaff
About Me
Kathleen has been an integral part of Babb Financial Group since 2009, and currently serves as a Financial Advisor. In addition to becoming a CFP® certificant, Kathleen is a Registered Investment Advisor, and has passed the Series 65 Exam. She also holds a Life and Health Insurance license in the state of Arizona. Her previous roles have included client service, business operations, and compliance. Kathleen is a native Arizonan and graduated from the W.P. Carey School of Business at Arizona State University in 2005, with a bachelor’s degree in Business Administration. Soon after graduation, she began her career in the financial services sector, working for a Fortune 500 equipment financing c
Profile Information
Financial Advisor
Babb Financial LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Flagstaff
Arizona
United States
May 16, 2024
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