Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Knutson is a financial advisor in Saint Cloud, Minnesota. Katherine has over 10 years of experience in the financial services industry. Katherine is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since December 2018. Prior to that, Katherine worked for Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Katherine is a Series 66, Series 7 and SIE licensed professional. Katherine has worked with a variety of clients including individuals, families, businesses, and trusts.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
01/02/2019 - Present
Northwestern Mutual Investment Services, LLC (SAINT CLOUD MN)
MN
12/13/2012 - 12/20/2018
WELLS FARGO CLEARING SERVICES, LLC (SARTELL MN)
MN
12/08/2011 - 03/20/2012
WELLS FARGO ADVISORS, LLC (SARTELL MN)
MN
04/13/2009 - 02/08/2010
WELLS FARGO INVESTMENTS, LLC (SAINT CLOUD MN)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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