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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Goodman is an Investment Advisor Representative at AE Wealth Management, LLC in Topeka, Kansas. Catherine has been in the industry since March 2016 and holds the Series 65 designation. Catherine is registered in Kansas and has previous experience at Jostens. Catherine is also a bookkeeper for JGoodman Construction and Thought Big, LLC. Catherine has a long history of helping clients with financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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KS
01/02/2020 - Present
AE Wealth Management, LLC (Topeka KS)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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