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Katie Sue Kloster

VARDE MANAGEMENT, L.P.·MINNEAPOLIS, Minnesota
Clean recordVARDE MANAGEMENT, L.P.
901 MARQUETTE AVENUE SOUTH, MINNEAPOLIS, MN 55402CRD# 1758354Firm CRD# 148949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katie Sue Kloster · MINNEAPOLIS, MN
Registration
CRD #1758354 · VARDE MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katie Sue Kloster is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with VARDE MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VARDE MANAGEMENT, L.P.
VARDE MANAGEMENT, L.P.
AUM
$18.1B
Regulatory assets under management
Employees
233
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1758354
Firm CRD# 148949
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katie Sue Kloster offer?
Katie Sue Kloster specializes in Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Katie Sue Kloster's credentials?
Katie Sue Kloster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Sue Kloster located?
Katie Sue Kloster is based in MINNEAPOLIS, Minnesota, working with VARDE MANAGEMENT, L.P.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Katie Sue Kloster charge for services?
Katie Sue Kloster'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 VARDE MANAGEMENT, L.P.?
VARDE MANAGEMENT, L.P. has approximately 233 employees and manages $18.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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