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Katherine A Fibiger

Farther

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About Katherine A Fibiger

Katherine Fibiger is a financial advisor with Farther. Katherine has been a financial advisor since 2002 and has extensive experience in the financial services industry. Katherine holds a Series 7, Series 66, Series 24, and Series 53 licenses, as well as the SIE. Katherine is also a Certified Financial Planner. Katherine provides financial planning, investment advisory, and portfolio management services to individuals and families. Katherine is committed to providing her clients with personalized service and helping them achieve their financial goals. Katherine works with clients in Westport, CT and surrounding areas.

Firm Information

Katherine Fibiger is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Katherine Fibiger’s Registration & Firm History

CT

09/19/2022 - Present

Farther (Westport CT)

CT

02/15/2017 - 09/30/2022

LPL FINANCIAL LLC (WESTPORT CT)

CT

08/26/2005 - 02/22/2017

MSI FINANCIAL SERVICES, INC. (STAMFORD CT)

NY

08/26/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

09/06/2002 - 08/25/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/19/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/27/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine A Fibiger.
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