Katie Marie Krase

Nadler Financial Group, INC.

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Nadler Financial Group, INC.

Compensation

Fee-Only (AUM)

Firm Size

13 advisors

Number of Clients

1,016 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$1.9B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,000

Location

155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903

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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.

Other Business Activities

Katie is a financial services associate/investment advisor and shareholder at Nader Financial Group Inc. She dedicates full-time hours to operations and client relationship management.

Employment History

Current Registrations

Nadler Financial Group, INC.

June 2011 - Present · 14 yrs 8 mos

Ausdal Financial Partners, INC.Broker

October 2010 - Present · 15 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.