Brenda KatisCRD Number: 4470165
Current Firm: Wfg Advisors, LP
Brenda Katis (CRD# 4470165) is an Investment Advisor Representative working at Wfg Advisors, LP in Peoria, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wfg Investments Inc.||Peoria, AZ||Aug 2009 - Current||8|
|Associated Securities Corp||Peoria, AZ||Mar 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management1,466MILLIONS
Total Number of Accounts9,918ACCOUNTS
Average Account Value$147,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV