Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Koenen is a financial advisor with Ameriprise Financial Services, LLC. She is licensed to provide investment advice in Minnesota. Katherine has been in the financial services industry since 1997. Her previous employers include American Enterprise Investment Services Inc. and Paine Webber Incorporated. Katherine holds Series 7, Series 24, Series 52TO and SIE licenses. She is also registered with the state of Minnesota. Katherine has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice. Katherine has over 25 years of experience in the financial services industry.
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.
Asset allocation services
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.
1
2
MN
05/14/2008 - Present
Ameriprise Financial Services, LLC (MAPLE GROVE MN)
MN
11/05/1997 - 05/14/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
NJ
02/21/1997 - 07/08/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1998
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 02/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katherine Koenen is the right advisor for you? Invested Better is here to help.
