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About the Instructor

Kathy Colby is Founder and President of Financial Independents, Inc. and has over 38 years of experience in the financial services industry. She is the primary advisor for designing client retirement plans, investment strategies, and provides the leadership of the firm. Kathy is a Registered Representative and Investment Advisor Representative of USA Financial Securities member FINRA and SIPC, a Registered Investment Advisor. Kathy holds a bachelor's degree in Marketing from Michigan State University.

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 Uniform Investment Advisor.

Kathy Colby

Wealth Advisor

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