Katherine Nolte
Katherine Nolte is a registered investment advisor at Holland Investment Management, INC., based in North Richland Hills, TX, with 23 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 41 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holland Investment Management offers investment portfolio management services only through their wrap fee program. Details about the fees are disclosed in their separate Wrap Fee Program Brochure.
Location
7001 Boulevard 26, Suite 505, North Richland Hills, TX, 76180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine is involved with Pride Financial Consulting and Pride Business Consulting, and is also an insurance agent selling life, accident, health, and HMO insurance since 2012. This takes about 10-20% of Katherine's time and also includes fixed annuity sales and service, record maintenance, and cemetery board decisions.
Employment History
Current Registrations
Holland Investment Management, INC.
Previous Registrations
Wealthtrust Asset Management, LLC
Trinity Portfolio Advisors, LLC
MML Investors Services, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.