AdvisorOS Directory
Claim Profile
Unclaimed Profile
KF

Katherine Marie Antoinette Forrester

HIGH NOTE WEALTH, LLC·DEEPHAVEN, Minnesota
SIE, Series 6, Series 7, Series 63, Series 66ChFCClean record12 years registeredHIGH NOTE WEALTH, LLC
18258 MINNETONKA BOULEVARD, DEEPHAVEN, MN 55391-3359CRD# 2837901Firm CRD# 305768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Marie Antoinette Forrester · DEEPHAVEN, MN
Registration
CRD #2837901 · HIGH NOTE WEALTH, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

HIGH NOTE WEALTH, LLC
Nov 2019 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Nov 2013 – Nov 2019
Deephaven, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · November 4, 2013
Years registered · 12
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGH NOTE WEALTH, LLC
CRD 305768 · SEC 801-117495
AUM
$506M
Regulatory assets under management
Employees
8
1,142 client accounts
Services offered by HIGH NOTE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HIGH NOTE WEALTH, LLC →
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 →

Looking for a financial advisor in DEEPHAVEN?

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

Browse DEEPHAVEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Katherine Marie Antoinette Forrester offer?
Katherine Marie Antoinette Forrester specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Katherine Marie Antoinette Forrester's credentials?
Katherine Marie Antoinette Forrester holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Katherine Marie Antoinette Forrester located?
Katherine Marie Antoinette Forrester is based in DEEPHAVEN, Minnesota, working with HIGH NOTE WEALTH, LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Katherine Marie Antoinette Forrester charge for services?
Katherine Marie Antoinette Forrester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH NOTE WEALTH, LLC?
HIGH NOTE WEALTH, LLC has approximately 8 employees and manages $506M 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 →

Other Advisors at HIGH NOTE WEALTH, LLC

Kyle James Janovsky
DEEPHAVEN, MN
Michael Wayne Forrester
DEEPHAVEN, MN
CFPCFAChFC

More Advisors in DEEPHAVEN, Minnesota

Gregory Leo Robillard
BANNERSTONE CAPITAL MANAGEMENT, LLC·DEEPHAVEN, MN
Scott Dennis Larson
BANNERSTONE CAPITAL MANAGEMENT, LLC·DEEPHAVEN, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile