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Katie Ann Laplante

JOHNSTONE FINANCIAL ADVISORS, INC.·LAKE OSWEGO, Oregon
Unclaimed Profile
334 3RD STREET, LAKE OSWEGO, OR 97034CRD# 5550658Firm CRD# 286119
01

About

Katie Ann Laplante is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with JOHNSTONE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOHNSTONE FINANCIAL ADVISORS, INC.
JOHNSTONE FINANCIAL ADVISORS
AUM
$163M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JOHNSTONE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5550658
Firm CRD# 286119
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katie Ann Laplante offer?
Katie Ann Laplante specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Katie Ann Laplante's credentials?
Katie Ann Laplante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Ann Laplante located?
Katie Ann Laplante is based in LAKE OSWEGO, Oregon, working with JOHNSTONE FINANCIAL ADVISORS, INC.. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Katie Ann Laplante charge for services?
Katie Ann Laplante's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSTONE FINANCIAL ADVISORS, INC.?
JOHNSTONE FINANCIAL ADVISORS, INC. has approximately 4 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE OSWEGO
Amy Remmert Johnstone — JOHNSTONE FINANCIAL ADVISORS, INC.Glen Allen Clemans — CGC FINANCIAL SERVICES, LLCKent Allen Grubaugh — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCCarl James Pinkard — ALDRICH WEALTH, LIMITED PARTNERSHIPRamzan Magomedov — GRIFFON MAY, INC.
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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