Hello,

I am Kathryn Denise Isernhagen

I'm an Investment Adviser and Broker.
Welcome to my portfolio!

About

Let me introduce myself.

A picture of Kathryn Denise Isernhagen

Welcome! I am Kathryn Denise Isernhagen, a seasoned Financial Consultant and Investment Advisor specializing in providing swiftly accumulating profits within a specified trading term by utilizing superior multi-market trading tactics. With a focus on achieving rapid profitability through sophisticated multi-market trading strategies, I bring over 28 years of extensive experience from five distinguished investment and brokerage firms across the United States. During my career, I have acquired over fifty-five state licenses, demonstrating my commitment to staying abreast of regulatory requirements and enhancing my ability to serve clients effectively.

My goal is to deliver consistent returns by utilizing top-notch research, trading, and investment techniques, all rooted in a commitment to client objectives, ethics, and values. I strive to be a global leader in investment management, meeting the challenges of today's financial markets with in-depth experience, discipline, and creativity.

Profile

  • Name: Kathryn Denise Isernhagen
  • Job: Investment Adviser, Broker.
  • Current Firm: LPL FINANCIAL LLC
  • CRD# : 6413

Skills

  • 100%
    Investment Analysis
  • 97%
    Digital Assets Trading
  • 99%
    Forex Trading
  • 100%
    Stock Brokerage
  • 100%
    Financial Consulting

1560

Satisfied Clients

55

State Registrations

28

Years Practiced

4

Certifications Passed
Resume

My Professional Timeline

Throughout my career, spanning over two decade, I have cultivated a strong track record marked by consistency. I have obtained Fifty-five (55) state licenses and four (4) SRO registrations. My experience includes collaborations with renowned brokerage firms in the United States and serving high-profile clients on both a local and international scale.

Work Experience

LPL FINANCIAL LLC

05/2024 - Present

Investment Adviser

CRD# 6413
OKLAHOMA CITY, OK 73142

LPL FINANCIAL LLC

05/2024 - Present

Broker

CRD# 6413
OKLAHOMA CITY, OK 73142

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

05/2007 - 05/2024

Investment Adviser

CRD# 7691
NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

05/2007 - 05/2024

Broker

CRD# 7691
OKLAHOMA CITY, OK

MORGAN STANLEY & CO., INCORPORATED

04/2007 - 04/2007

Broker

CRD# 8209
NEW YORK, NY

MORGAN STANLEY & CO., INCORPORATED

04/2007 - 04/2007

Investment Adviser

CRD# 8209
OKLAHOMA, OK

MORGAN STANLEY

09/2003 - 04/2007

Broker

CRD# 7556
OKLAHOMA, OK

MORGAN STANLEY DW INC

08/2003 - 04/2007

Broker

CRD# 7556
OKLAHOMA, OK

WACHOVIA SECURITIES, LLC

07/2003 - 08/2007

Broker

CRD# 19616
EDMOND, OK

WACHOVIA SECURITIES, LLC

07/2003 - 08/2007

Investment Adviser

CRD# 19616
ST LOUIS, MO

PRUDENTIAL SECURITIES INCORPORATED

03/2002 - 07/2003

Investment Adviser

CRD# 7471
EDMOND, OK

PRUDENTIAL SECURITIES INCORPORATED

02/1995 - 07/2003

Broker

CRD# 7471
NEW YORK, NY

My Full Report

Education

Finance

Sept 1990 - Aug 1994

The University of Oklahoma

Price College of Business
University of Oklahoma

My Client

Testimonials

Services

What I Offer?

I can be of professional help to you in all these areas and much more!

Contact Kathryn Denise isernhagen wealth Manager