PPrivate Fund Data Log in Join · $37/mo

Kathy Jo Patty

Director Of Client CareAsset Planning CorporationCRD 4316038

About Kathy Jo Patty

Kathy Jo Patty is listed as Director Of Client Care at Asset Planning Corporation in Knoxville, TN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Asset Planning Corporation
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathy Jo Patty work?

Kathy Jo Patty is listed as Director Of Client Care at Asset Planning Corporation on SEC Form ADV.

How much of Asset Planning Corporation does Kathy Jo Patty own?

Form ADV reports a beneficial ownership band of Under 5%.

Asset Planning Corporation

TitleDirector Of Client Care
OwnershipUnder 5%
Control personYes
Since2025