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Financial Independents Inc.

  •  Tel: (517) 484-4884
  •  Fax: (517) 484-1507

15851 South US 27, Building 80
Lansing, MI 48906

Financial Independents Inc.

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  1. Home
  2. Kathy Colby

Kathy Colby

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Kathy Colby
President
E-mail: 
kathy@retirementlady.com

Kathy Colby is Founder and President of Financial Independents, Inc.

and has over 30 years of experience in the financial services industry. She is a Registered Representative and Investment Advisor Representative of USA Financial Securities member FINRA and SIPC, a Registered Investment Advisor.

For over 17 years, Kathy has taught various pre-retirement and money management classes for General Motors and is a frequent speaker at In-Service Training sessions for State of Michigan employees. She has been a guest presenter for Clemson University’s Professional Development for Women conference held in Michigan and Illinois. Kathy holds the following registrations and licenses: Series 7 General Securities License, Series 24 General Securities Principal, Life Insurance and Variable Contracts Product Representative, Series 63 Michigan Uniform Securities Agent License, and Series 65 Registered Investment Advisor.

Prior to forming Financial Independents, Inc. in 1997, Kathy was Senior Vice President with a private money management firm. Her past experience also includes Sales Manager of an investment services program for a large mid-Michigan bank and Financial Consultant for a nationwide financial planning company.

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15851 South US 27 Building 80
Lansing, MI
48906 USA

  •  Tel: (517) 484-4884
  •  Fax: (517) 484-1507
  •  info@retirementlady.com

Kathy Colby is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Financial Independents, Inc. is not affiliated with USA Financial Securities.

Kathy Colby is authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kathy - AL;AR;AZ;FL;KY;MI;NC;SC;TN;TX;WI. For investment advisory services these states include: Kathy - AR;MI;NC. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

Plan First, Invest Second is a registered trademark of USA Financial Marketing.

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