KS
KS

Katherine Mary Stienessen

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
Loading...

Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

Get directions

History

Regulatory History
Clean regulatory record

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 an independent insurance agent, including equity indexed annuities, and owns Kay Stienessen CPA, a tax preparation business since 2013, taking about a quarter of Katherine's time. She also serves as a board member on the finance committee for The Lenox Foundation, dedicating minimal time to this activity.

Employment History
Current Registrations
Motiv8 Investments LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Harbour Investments, INC.
November 2012 - May 2019 · 6 yrs 6 mos
Harbour Investments, INC.Broker
October 2003 - May 2019 · 15 yrs 7 mos
Valmark Securities, INC.Broker
March 2002 - October 2003 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
July 2000 - December 2001 · 1 yr 5 mos
H.D. Vest Investment Securities, INC.Broker
January 2000 - June 2000 · 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.