Katherine Bostrom, financial advisor Homewood AL
93 score

Katherine Bostrom

CRD Number: 5306137
Current Firm: Ameritas Investment Corp

Katherine Bostrom (CRD# 5306137) is an Investment Advisor Representative working at Ameritas Investment Corp in Homewood, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE May 2017 - Current < 1
Nowlin & Associates Homewood, AL May 2017 - Current < 1
Lah Real Estate Hoover, AL Mar 2017 - Current 1
Unemployed Hoover, AL Oct 2016 - Mar 2017 < 1
Northwestern Mutual Investment Services LLC Milwaukee, WI Apr 2015 - Oct 2016 1
Lincoln Financial Advisors Birmingham, AL Nov 2013 - Apr 2015 1
Bridgeworth Financial With Lpl Financial Birmingham, AL Aug 2012 - Nov 2013 1
Bridgeworth Financial With Lincoln Financial Advisors Birmingham, AL Apr 2009 - Aug 2012 3
Lincoln Financial Advisors Birmingham, LA Aug 2008 - Mar 2009 < 1
Af Financial Advisors With Lincoln Financial Advisors Birmingham, AL Mar 2007 - Jul 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Katherine T. Bostrom
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    2,871
    MILLIONS
  • Total Number of Accounts
    8,884
    ACCOUNTS
  • Average Account Value
    $323,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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, RI, SC, SD, TN, TX, UT, VA, 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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