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Katie Renee Bosler

Apeiron

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About Katie Renee Bosler

Katie Renee Bosler is an Investment Advisor Representative at Apeiron. Katie has been in the financial services industry since September 2013 and has experience working with various firms, including Raymond James & Associates, Inc., Truist Investment Services, Inc., and BB&T Securities, LLC. Katie holds the Series 66, Series 7TO, SIE, and Series 7 licenses. Apeiron provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals.

Firm Information

Katie Bosler is currently registered with Apeiron. Apeiron is a financial advisory firm based in Dallas, Texas. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Apeiron manages approximately $695 million in assets for over 2253 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Apeiron

10000 NORTH CENTRAL EXPRESSWAY

DALLAS, TX 75231

$695.00M

Assets Under Management

15

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Katie Bosler’s Registration & Firm History

TX

11/29/2022 - Present

Apeiron (DALLAS TX)

VA

04/22/2021 - 11/18/2021

RAYMOND JAMES & ASSOCIATES, INC. (VIRGINIA BEACH VA)

VA

02/17/2021 - 04/22/2021

TRUIST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)

VA

08/17/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 12/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Renee Bosler.
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