Katherine Kirkner is a control person of The Estate Planners Group and directly owns under 5% of it.
The Estate Planners Group is an investment adviser based in Yardley, PA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $422 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8246601
- Firm
- The Estate Planners Group · CRD 124418
- Role
- Chief Compliance Officer and Chief Operations Officer
- In role since
- November 2025 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Yardley, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherine Kirkner work?
Katherine Kirkner has been Chief Compliance Officer and Chief Operations Officer of The Estate Planners Group LLC since November 2025, and is a control person of the firm.
How can I verify Katherine Kirkner’s record?
Katherine Kirkner’s role is listed on The Estate Planners Group LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124418.