Kathryn Smith Banis is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-06-11 | present | Yes |
| RWA WEALTH PARTNERS, LLC | 2014-10-20 | 2024-02-15 | — |