Kathy Lakritz

Kathy Lakritz

  • Senior Wealth Advisor
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

Bachelor of business administration from University of Wisconsin—Oshkosh

Overview

Kathy brings more than 25 years of investment experience making decisions on asset allocation, selecting appropriate investment vehicles to help meet stated objectives, monitoring portfolio performance, conducting research and analysis of individual securities and mutual funds, and delivering a high level of client service.

She spent 18 years at a large Midwest bank and trust organization, where she managed portfolios for personal trusts, individual retirement accounts, pension plans, and foundations. Kathy also served as a portfolio manager for an investment consulting firm in Milwaukee and six years at another Milwaukee investment advisory firm where she served as relationship manager and investment manager.

 

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Chartered Financial Analyst
  • Certified Financial Planner™
  • CFA Society of Milwaukee
  • Financial Planning Association