Katie Fehrenbacher, financial advisor Olney IL
93 score

Katie Fehrenbacher

CRD Number: 5967776
Current Firm: Lpl Financial LLC

Katie Fehrenbacher (CRD# 5967776) is an Investment Advisor Representative working at Lpl Financial LLC in Olney, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Olney, IL Nov 2017 - Current < 1
Investment Centers Of America Olney, IL Aug 2011 - Current 6
First Mid Illinois Bank & Trust Charleston, IL Aug 2009 - May 2011 1
First National Bank In Olney Olney, IL May 2008 - Aug 2009 1
Dairy Dee Sumner, IL May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Katie A. Fehrenbacher
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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