Vigil Trust & Financial Advocacy
Personal Financial Advocates
510 North 17th Avenue, Suite C
Wausau, WI 54401
Phone: (715) 848-8110
Toll Free: (800) 950-8110
Fax: (715) 848-2648

Kathryn L. Kern

Financial Advocate

Partner Support Specialist
PHONE AND FAX NUMBERS

Phone: (715)848-8110
1-800-950-8110
Fax: (715)848-2648

Email: Kathy Kern

PROFESSIONAL RESPONSIBILITIES:

  • Coordinates all Operations, Customer Record Keeping and Reporting Functions
  • Provides "behind the scenes" support for services partners offering Vigil Trust & Financial Advocacy , Inc. services to their clients

PROFESSIONAL EXPERIENCE:

  • Kathy has worked with Vigil Trust & Financial Advocacy , Inc. since 1992 in operational and client services support capacities
  • Prior to joining Vigil Trust & Financial Advocacy , Inc. , Kathy was employed for 8 years in the banking and brokerage industries

EDUCATION:

  • Bachelor of Science -University of Wisconsin-Stout.
  • Successfully passed Series 7 (General Securities), Series 52 (General Municipal Securities) and Series 53 (Municipal Securities Principal) examinations.