Katherine
Goodwin

Asset Allocation Strategies, LLC

CRD#6354069
Investment Advisor
in Farmington, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Katherine Goodwin is a financial advisor based in Farmington, Michigan, working with Asset Allocation Strategies, LLC. Katherine has previously held positions at Delicomb, Fidelity Investments, Infinity Retreats, Colliers International, Florida State University, Florida Valuation, Merrill Lynch, Valuteachers, Glp Investment Services, and Asset Allocation Strategies. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Katherine is part of Asset Allocation Strategies, LLC, which operates out of Farmington, Michigan. The firm has 26 offices and 40 employees. The firm manages assets totaling $626.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Asset Allocation Strategies, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33335 Grand River
Farmington, MI 48336

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Asset Allocation Strategies, LLC Brokerage Details

Total Assets Under Management

$626,742,262

MI Average: $943,424,332
Total Number of Employees

40

MI Average: 21
Total Number of Accounts

3,756

MI Average: 1,586
Average Account Size

$166,864

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Katherine Goodwin Work History

2024 - Present (0 year)

Valuteachers

2024 - Present (0 year)

Glp Investment Services

2024 - Present (0 year)

Asset Allocation Strategies

2022 - Present (2 years)

Unemployed / Extended Travel

2021 - 2021 (< 1 year)

Delicomb

2021 - 2022 (1 year)

Fidelity Investments

2019 - 2021 (2 years)

Infinity Retreats

2016 - 2019 (3 years)

Colliers International

2015 - 2016 (1 year)

Florida State University

2015 - 2015 (< 1 year)

Florida Valuation

2014 - 2015 (1 year)

Florida State University

2014 - 2014 (< 1 year)

Merrill Lynch

Disclosures

Please visit the SEC profile of Katherine Goodwin 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 Asset Allocation Strategies, LLC

Stefan Ropp
Farmington, MI
Todd Olson
Farmington, MI
Katherine Goodwin
Farmington, MI
Michael Brandone
Frisco, TX
Matthew Lake
Farmington, MI
Rocio Espinosa
Farmington, MI
Justin Cherwinski
Farmington, MI
Ryan Miller
Farmington, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started