Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kattke is a financial advisor with over 40 years of experience in the industry. He is registered with Eagle Strategies LLC and holds a Series 6, 22, and 63 license, as well as the SIE exam. Timothy has a broad range of experience working with both individual and institutional clients, including high net worth individuals, charitable organizations, corporations and other businesses. He offers investment advice, financial planning services, pension consulting, and educational seminars. In addition to his work with Eagle Strategies LLC, Timothy is also the owner of Kattke Insurance, an insurance brokerage firm. He is a Chartered Financial Consultant and holds several other designations.
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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2
SD
05/31/2024 - Present
Eagle Strategies LLC (REDFIELD SD)
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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