CRD: 312049
Choice Financial & Insurance Services, Inc.
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- Custodian
- American Funds · Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- Foundation bridge
- Established Date
- 03-10-2022
- Office Locations
- 1
Office Locations
About Choice Financial & Insurance Services, Inc.
Choice Financial & Insurance Services (KathleenStapleton.com) is a CFP® practitioner and certified life coach-led practice focused on helping women and families gain financial clarity through comprehensive planning, retirement guidance, and wealth-building strategy. The firm pairs planning with life-transition support, including widow coaching and holistic care during periods of loss and change. Serves retail clients nationwide and can custody through Schwab/TD Ameritrade.
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Investment Themes
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Owner & Executives
KATHLEEN ANN STAPLETON
Chief Compliance Officer, Founder
- CRD
- #1489992
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,235,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,235,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,235,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,190,835,271 | 14.9% |
| Cash | $903,116,682 | 11.3% |
| Corporate - Non-Investment Grade | $1,110,913,441 | 13.9% |
| Equity - Exchange | $1,038,983,793 | 13.0% |
| Municipal Bonds | $879,140,133 | 11.0% |
| Corporate - Investment Grade | $743,273,021 | 9.3% |
| Derivatives | $951,069,780 | 11.9% |
| Other | $1,174,850,905 | 14.7% |
| Total | $7,992,183,026 | 100.0% |