AUMdb
KM

Kathy Marie Kaffer

CRD 6562558 Certified Financial Planner

Firms

FirmRoleAs of
Creative Planning, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗