Katherine AubartCRD Number: 6613881
Current Firm: Great Valley Advisor Group, Inc.
Katherine Aubart (CRD# 6613881) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Lpl Financial, LLC||Altoona, WI||Jun 2020 - Current||< 1|
|Great Valley Advisor Group, Inc.(dba:bernicke Wealth Management)||Altoona, WI||Jun 2020 - Current||< 1|
|Monat||Doral, FL||May 2019 - Current||1|
|Bernicke Wealth Management, Ltd||Altoona, WI||Feb 2016 - Current||4|
|Triad Advisors||Norcross, GA||Feb 2016 - Jun 2020||4|
|Bauman Associates||Eau Claire, WI||Jan 2016 - Feb 2016||< 1|
|Bremer Bank||Eau Claire, WI||May 2015 - Feb 2016||< 1|
|Sandbar & Grill||Chippewa Falls, WI||Dec 2014 - Feb 2016||1|
|Shackelton Transport||Chippewa Falls, WI||Oct 2014 - Apr 2015||< 1|
|Lake Wissota||Chippewa Falls, WI||Jul 2013 - Dec 2014||1|
|Callier Clinic, Ltd||Eau Claire, WI||Mar 2014 - Aug 2014||< 1|
|High Shores||Chippewa Falls, WI||Mar 2013 - Jul 2013||< 1|
|Tgi Fridays||Eau Claire, WI||Oct 2012 - May 2013||< 1|
|Perkins||Rice Lake, WI||Nov 2009 - Sep 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2020|
Total Assets Under Management1,975MILLIONS
Total Number of Accounts9,376ACCOUNTS
Average Account Value$210,684
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI
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