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Our financial advice team


Kathryn Flom

Kathryn Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
TruCairn Advisors
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Women's Financial Strategies
  • Saving for Education
  • Investment Management
  • Insurance

Interests

  • Spending time with my family and Bodie, our British Lab. We love to explore the outdoors, hiking, boating and golfing.
  • Traveling the world and getting my kids to experience as many new places as possible while they grow up
  • Watching my boys play hockey, baseball and golf
  • Wine tasting experiences - Northern Sonoma and Rutherford in Napa Valley are my favorite spots

Awards & recognition

  • Five Star Wealth Manager, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Series 66 - Uniform Combined Securities Agent/Investment Advisor License
  • Series 63 - Uniform Securities Agent License
  • Property, Casualty, Life, Health and Variable Annuities Insurance License

Education

  • Bachelor of Arts, International Business Administration (1999), Augsburg University, Minneapolis, MN

Previous experience

  • TruCairn Advisors: Client Service Manager/Paraplanner, 2015-2017
  • State Farm Agent/Agency Intern, 2013-2015
  • Philips Healthcare: Account Manager, 2005-2013
  • DMS Health Technologies: Account Manager, 2002-2005
Newsletter

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Community participation

Church Council Service Ministry Chairperson, Good Shepherd Lutheran Church, Wayzata, MN