Kate Emling

Background

About Kate Emling

As the Senior Advisor and President of EMICO Advisory Services, I have a passion for helping people move towards achieving their financial goals. The formation of EMICO began in 2004. After 25 years in financial services, I took time off to spend with family. I became my own financial advisor to provide my family financial peace of mind. I also began helping friends and family members create financial plans to fit their goals. This network is now the current client community of EMICO Advisory Services. I formally set up EMICO in 2006. Our advisory practice has grown, and we have retained our steadfast focus on exceptional client service, providing advice based on an individual's financial goals. Our specialty areas include: Cash Flow Analysis Investment Management Tax Strategies Risk / Protection Management Estate Planning I worked in the Portfolio Investment Department for a large pension fund; have 17 years with major Wall Street firms in Director level roles, and I am a Registered Representative with Securities America, LLC, a leading broker-dealer in the independent financial industry and Investment Advisor Representative with SSA. Our clients feel cared for and reassured that we are looking out for their financial well-being. If we may be of service in helping you with your financial future, please contact us to get started. I would appreciate the opportunity to meet you. Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. EMICO Advisory Services and Triad Advisors, LLC are not affiliated This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all customer experiences.