Katherine
Hoffmeister
Northline Wealth Management LLC
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About this Advisor
Katherine Hoffmeister is a financial advisor based out of Bend, Oregon with a total of 12 years of relevant experience. Hoffmeister is an employee of Northline Wealth Management LLC. Their career trajectory has included roles at Mutual Securities, Inc and Northline Wealth Management, LLC. Hoffmeister maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, New Mexico, Oregon, Texas and Washington. Northline Wealth Management LLC is a business operating out of Bend, OR. It administers $211 million in assets among its 642 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 642 accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees charged by Northline Wealth Management LLC may include some blend of asset-based, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northline Wealth Management LLC Brokerage Details
$210,549,944
6
642
$327,959
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Katherine Hoffmeister Work History
Katherine has been registered as a financial advisor for 12 years.*
Northline Wealth Management, LLC
Mutual Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Hoffmeister 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 Northline Wealth Management LLC
Bend, OR
Bend, OR
Bend, OR
Bend, OR
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