Unclaimed Profile

Katherine Ann Hoffmeister

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon

SIE, Series 7, Series 8, Series 63, Series 65Clean record14 years registeredNORTHLINE WEALTH MANAGEMENT LLC

15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 2560270Firm CRD# 150422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katherine Ann Hoffmeister · BEND, OR

Registration

CRD #2560270 · NORTHLINE WEALTH MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHLINE WEALTH MANAGEMENT LLC

NORTHLINE WEALTH MANAGEMENT LLC

Aug 2011 – Sep 2023

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 29, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHLINE WEALTH MANAGEMENT LLC

CRD 150422 · SEC 801-107657

AUM

$211M

Regulatory assets under management

Employees

642 client accounts

Services offered by NORTHLINE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NORTHLINE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Katherine Ann Hoffmeister offer?

Katherine Ann Hoffmeister specializes in Investment Management.

What are Katherine Ann Hoffmeister's credentials?

Katherine Ann Hoffmeister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Ann Hoffmeister located?

Katherine Ann Hoffmeister is based in BEND, Oregon, last registered with NORTHLINE WEALTH MANAGEMENT LLC.

How does Katherine Ann Hoffmeister charge for services?

Katherine Ann Hoffmeister's firm is compensated through percentage of aum, commissions, other: $100 annual service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHLINE WEALTH MANAGEMENT LLC?

NORTHLINE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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