Katelynn
Toth
Avier Wealth Advisors
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About this Advisor
Katelynn Toth is a financial advisor based in Eagle River, Alaska, working with Avier Wealth Advisors. Katelynn has previously held positions at the United States Senate - Personal Office Of Senator Lisa Murkowski, Starbucks Coffee Company, Mountain River Counselling, LLC, Apcm Wealth Management For Individuals, Full-Time Education, and Avier Wealth Advisors. Katelynn has passed the Series 65 regulatory exam and is registered to provide services in Alaska. Currently, Katelynn is part of Avier Wealth Advisors, which operates out of Eagle River, Alaska. The firm has 10 offices and 18 employees. The firm manages assets totaling $786.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Avier Wealth Advisors includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Avier Wealth Advisors Brokerage Details
$785,980,266
18
2,225
$353,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Katelynn Toth Work History
Avier Wealth Advisors
Apcm Wealth Management For Individuals
Apcm Wealth Management For Individuals
Starbucks Coffee Company
United States Senate - Personal Office Of Senator Lisa Murkowski
Mountain River Counselling, LLC
Full-Time Education
Disclosures
Please visit the SEC profile of Katelynn Toth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avier Wealth Advisors
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Eagle River, AK
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