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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Costigan is a financial advisor with over 8 years of experience in the financial services industry. She joined Robert W. Baird & Co. Inc. in August 2015, and specializes in providing investment advice to individual and institutional clients. Previously, Katherine worked at Baker Tilly. Katherine holds the Series 7, 9, 10 and 66 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Wisconsin. Katherine's expertise includes portfolio management, financial planning, and investment research.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brownlie & Braden Advisors, LLC

location

Fort Worth, TX

0 Disclosures

ADVISOR BIO

Katherine Broyles is an Investment Advisor Representative at Brownlie & Braden Advisors, LLC. Katherine has been in the industry since 2014 and has a Series 65 license. Katherine has a strong track record of success in the financial services industry, and is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES ANALYSIS OF INVESTMENT OPPORTUNITIES AND PRIVATE EQUITY EVALUATION/DUE DILIGENCE
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

NEW YORK, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Kosior-pajazetovic is a registered investment advisor representative at RBC Capital Markets, LLC. Katherine holds the Series 7TO, Series 66, and SIE licenses and has been in the industry since October 2022. Katherine's current registrations include New Jersey and New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Racine, WI

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Shalbrack is a financial advisor at Robert W. Baird & Co. Inc. with over 39 years of experience in the financial services industry. Katherine has a wide range of experience with various client types, including individuals, corporations, and institutional clients. Katherine is licensed to sell securities in numerous states across the country, and holds Series 7 and 63 licenses as well as the Securities Industry Essentials (SIE) exam. Katherine specializes in providing investment advisory services, financial planning, and portfolio management to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brighton Jones LLC | CFP ® (Certifications)

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Katherine Burgess is an Investment Advisor Representative associated with Brighton Jones LLC. Katherine Burgess is registered with the state of Washington and Texas. Katherine Burgess has been in the industry since June of 2016. Katherine Burgess is currently working in the Seattle branch of Brighton Jones LLC. Katherine Burgess has Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

SAN FRANCISCO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Katherine O'Keeffe is a financial advisor at Blackrock Investment Management, LLC. Katherine O'Keeffe has been in the industry since December 5, 2021, and has been registered with the state of California since June 22, 2022. Katherine O'Keeffe has also been registered with the state of New Jersey since June 23, 2022. Katherine O'Keeffe has a Series 7TO, SIE, and Series 66 license. Katherine O'Keeffe is licensed to provide financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Katherine O'Keeffe has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Katherine O'Keeffe is committed to providing her clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

SALT LAKE CITY, UT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Huffert is a financial advisor with Goldman Sachs & Co. LLC. Katherine has been in the industry since August 2021 and is licensed to practice in all 50 states. Katherine's experience includes providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. She holds Series 63, Series 7TO, Series 86, Series 87, and SIE licenses. Katherine's expertise and commitment to providing comprehensive and personalized financial advice make her a valuable resource for clients seeking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

INDIANAPOLIS, IN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Lynn Fancher johnes is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with an office in INDIANAPOLIS, IN. Katherine has been in the financial services industry since 2008 and is licensed in 49 states. Katherine offers a variety of financial services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

INDIANAPOLIS, IN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Marie Roberts is a financial advisor who has been in the industry since 2015. She is currently registered with Robert W. Baird & Co. Inc., and has previously worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Katherine Marie Roberts holds Series 63, 65, 7 and SIE licenses. She is currently registered in 36 states and the District of Columbia. Katherine Marie Roberts specializes in providing financial advice to individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Snyder is an active investment advisor representative with Blackrock Investment Management, LLC, and has been in the financial services industry for over 12 years. Katherine is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Katherine is also registered as an investment advisor in 53 states and the District of Columbia, along with Massachusetts and Pennsylvania.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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