Kat Schraeder

VP of Partner Integrations

Katherine (Kat) Schraeder, CFP®, is the VP of Partner Integrations for Allworth Financial. A long-time advisor and industry executive, and a member of Allworth’s Investment Policy Committee, she not only has considerable experience helping clients identify and reach their financial and investment goals, but she has also led several key departments within both Allworth and Allworth-owned RAA: a Dallas-based financial planning firm that specializes in providing comprehensive advisory services for the airline community. Married, a mother, an active member of her church, and an avid volunteer with 4-H and local theater, Kat is a Cum Laude Honors graduate of Texas A&M University.

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹