Katherine Aubart, financial advisor Wilmington DE

Katherine Aubart

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Katherine J. Aubart
Phone Number: 302-483-7200
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,975
    MILLIONS
  • Total Number of Accounts
    9,376
    ACCOUNTS
  • Average Account Value
    $210,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI

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