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Heather Katzenmeyer

THE Huntington Investment Co.

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About Heather Katzenmeyer

Heather Katzenmeyer is a registered representative with The Huntington Investment Co. in Cuyahoga Falls, Ohio. Heather has been in the financial services industry since December 1999. Heather has previously worked with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Stifel, Nicolaus & Company, Incorporated and McDonald Investments Inc. Heather holds a Series 66, Series 7 and SIE license.

Firm Information

Heather Katzenmeyer is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Katzenmeyer’s Registration & Firm History

OH

03/03/2022 - Present

THE Huntington Investment Co. (CUYAHOGA FALLS OH)

OH

09/24/2021 - 02/22/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (AKRON OH)

OH

09/17/2013 - 09/20/2021

WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)

OH

02/12/2013 - 06/28/2013

UBS FINANCIAL SERVICES INC. (HUDSON OH)

OH

01/19/2007 - 02/05/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FAIRLAWN OH)

OH

05/25/2000 - 02/02/2007

MCDONALD INVESTMENTS INC. (AKRON OH)

OH

07/29/1999 - 03/28/2000

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 11/17/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Katzenmeyer.
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