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Katherine Ann Hoffmeister

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon
Clean recordNORTHLINE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Ann Hoffmeister is a registered financial advisor based in BEND, Oregon, affiliated with NORTHLINE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NORTHLINE WEALTH MANAGEMENT LLC
NORTHLINE WEALTH MANAGEMENT LLC
AUM
$211M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHLINE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Commissions
Other: $100 ANNUAL SERVICE FEE
Regulatory
SEC/IARD CRD# 2560270
Firm CRD# 150422
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Ann Hoffmeister offer?
Katherine Ann Hoffmeister specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.
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, working with NORTHLINE WEALTH MANAGEMENT LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
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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Other Advisors at NORTHLINE WEALTH MANAGEMENT LLC

John Bradford Kingery
BEND, OR
Jeffrey Edward Stuermer
BEND, OR
Justin Wayne Rae
BEND, OR

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Research
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