Claim Profile
Unclaimed Profile
KB

Katherine Mahalick Buehler

GLOBE FINANCIAL CORPORATION·DEERFIELD, Illinois
Clean recordGLOBE FINANCIAL CORPORATION
520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 5672649Firm CRD# 148922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Mahalick Buehler · DEERFIELD, IL
Registration
CRD #5672649 · GLOBE FINANCIAL CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Mahalick Buehler is a registered financial advisor based in DEERFIELD, Illinois, affiliated with GLOBE FINANCIAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Katherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katherine is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GLOBE FINANCIAL CORPORATION
GLOBE WEALTH ADVISORS
AUM
$530M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5672649
Firm CRD# 148922
View on FINRA BrokerCheck →

Looking for a financial advisor in DEERFIELD?

Browse all registered financial advisors in DEERFIELD, Illinois or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Katherine Mahalick Buehler offer?
Katherine Mahalick Buehler specializes in Investment Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Katherine Mahalick Buehler's credentials?
Katherine Mahalick Buehler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Mahalick Buehler located?
Katherine Mahalick Buehler is based in DEERFIELD, Illinois, working with GLOBE FINANCIAL CORPORATION. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Katherine Mahalick Buehler charge for services?
Katherine Mahalick Buehler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBE FINANCIAL CORPORATION?
GLOBE FINANCIAL CORPORATION has approximately 1 employees and manages $530M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →