Catherine Jeanne Hietala

Motiv8 Investments LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching

Motiv8 Investments LLC

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

Location

Mound, MN

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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.

Employment History

Current Registrations

Motiv8 Investments LLC

September 2017 - Present · 8 yrs 5 mos

Previous Registrations

MML Investors Services, LLCBroker

March 2017 - June 2017 · 3 mos

Msi Financial Services, INC.Broker

March 2016 - March 2017 · 1 yr

Northwestern Mutual Investment Services, LLCBroker

May 2015 - January 2016 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.