Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Ann Behnke is an Investment Advisor Representative with Executive Wealth Management, LLC, a firm that manages between $1 billion and $10 billion in assets. Cathleen has been registered with the state of Michigan since June 2022 and is also registered in several other states, including Arizona, California, Colorado, Florida, Georgia, Illinois, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Cathleen has passed the Uniform Investment Adviser Law Examination, also known as the Series 65 exam. Cathleen has worked with clients such as high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit-sharing plans, charitable organizations, and deceased/settling estates. Cathleen specializes in providing financial planning, educational seminars, selection of other advisers, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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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MI
12/24/2023 - Present
Executive Wealth Management, LLC (Northville MI)
IA
Issued 06/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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