Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Clausen is a Registered Investment Advisor Representative with Belpointe Asset Management LLC, a firm that provides financial planning and portfolio management services to a variety of clients. Katherine has been in the industry since January 2017 and holds a Series 65 license. She has a diverse background in finance, having previously worked at Three Pillars Wealth Management and Carolina Espinoza State Farm. Katherine specializes in financial planning, investment advisory services, and providing educational seminars to her clients.
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.
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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NV
04/19/2021 - Present
Belpointe Asset Management LLC (RENO NV)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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