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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Katterheinrich is an Investment Advisor Representative at Wealthspire Advisors. Brent has been in the financial industry for over 16 years and has extensive experience in providing investment advice to individuals and families. He is also a registered representative with the state of Wisconsin. Brent is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/05/2021 - Present
Wealthspire Advisors (Madison WI)
WI
03/29/2016 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (Madison WI)
IL
01/08/2013 - 06/16/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/05/2009 - 12/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
04/27/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLAND PARK IL)
BOTH
Issued 06/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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