Justin Kattau, financial advisor Dayton OH
93 score

Justin Kattau

CRD Number: 5425237
Current Firm: Financial Engines Advisors LLC

Justin Kattau (CRD# 5425237) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Dayton, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Dayton, OH Nov 2016 - Current 1
Tmfs Advisors, LLC Overland Park, KS Sep 2014 - Nov 2016 2
Pnc Investments Cincinnati, OH Jan 2013 - Sep 2014 1
Pnc Bank, N.a. Cincinnati, OH Jan 2013 - Sep 2014 1
Pnc Investments Pittsburgh, PA Sep 2011 - Jan 2013 1
Pnc Bank Pittsburgh, PA Jul 2010 - Sep 2011 1
Pnc Investments Pittsburgh, PA Jul 2010 - Sep 2011 1
Various Insurance Carriers For W & R Insurance Agencies Cincinnati, OH Mar 2010 - Jul 2010 < 1
Waddell & Reed Inc. Cincinnati, OH Feb 2010 - Jul 2010 < 1
Kond M Acres Cincinnati, OH Dec 2009 - Jul 2010 < 1
Fidelity Investments Covington, KY Jul 2007 - Jan 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Justin D. Kattau
Phone Number: 408-498-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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

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