Katherine Deprey (CRD# 7801149) is an Investment Advisor Representative working at Facet in Green Bay, WI and has 1 year of experience in the finance industry. Katherine Deprey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet | Baltimore, MD | Aug 2023 - Current | < 1 |
| Facet | Baltimore, MD | Jul 2021 - Current | 2 |
| Fis Global | Green Bay, WI | Feb 2019 - Jul 2021 | 2 |
| Skaliwags | Green Bay, WI | Oct 2018 - Feb 2019 | < 1 |
| Muscular Dystrophy Association | Green Bay, WI | May 2018 - Sep 2018 | < 1 |
| Seek Careers & Staffing | Wausau, WI | Jul 2017 - May 2018 | < 1 |
| Sentryworld | Stevens Point, WI | Dec 2014 - Jul 2017 | 2 |
| University Of Wisconsin- Stevens Point | Stevens Point, WI | Jan 2015 - May 2017 | 2 |
| University Of Wisconsin- Milwaukee | Milwaukee, WI | Jan 2014 - Jan 2015 | 1 |
| University Of Wisconsin-milwaukee | Milwaukee, WI | Aug 2013 - Dec 2014 | 1 |
- TX
- WI
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Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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