Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Schraeder is a financial advisor with over 20 years of experience in the industry. Katherine is a Certified Financial Planner® professional and specializes in working with individuals, families, and small businesses. Katherine has a strong background in investment management and financial planning, and is committed to helping her clients achieve their financial goals. Katherine is currently registered with Allworth Financial, LP in California, Texas and is also registered with the Securities and Exchange Commission. Previously, Katherine worked with Investment Professionals, Inc. and Edward Jones.
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.
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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CA
01/07/2020 - Present
Allworth Financial, LP (SACRAMENTO CA)
TX
06/27/2005 - 01/31/2006
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
11/21/2000 - 06/22/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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