Katherine
Deprey

Facet

CRD#7801149
Investment Advisor
in Green Bay, WI

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About this Advisor

Katherine Deprey is a financial advisor based in Green Bay, Wisconsin, working with Facet. Katherine has previously held positions at Facet, Fis Global, Muscular Dystrophy Association, Skaliwags, Seek Careers & Staffing, Sentryworld, University Of Wisconsin- Stevens Point, University Of Wisconsin-Milwaukee, and University Of Wisconsin- Milwaukee. Katherine is registered to provide services in Texas and Wisconsin. Currently, Katherine is part of Facet, which operates out of Green Bay, Wisconsin. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Green Bay, WI

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

WI Average: $6,889,882,315
Total Number of Employees

234

WI Average: 45
Total Number of Accounts

24,977

WI Average: 765
Average Account Size

$101,880

WI Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Katherine Deprey Work History

2023 - Present (1 year)

Facet

2021 - Present (3 years)

Facet

2019 - 2021 (2 years)

Fis Global

2018 - 2018 (< 1 year)

Muscular Dystrophy Association

2018 - 2019 (1 year)

Skaliwags

2017 - 2018 (1 year)

Seek Careers & Staffing

2015 - 2017 (2 years)

University Of Wisconsin- Stevens Point

2014 - 2017 (3 years)

Sentryworld

2014 - 2015 (1 year)

University Of Wisconsin- Milwaukee

2013 - 2014 (1 year)

University Of Wisconsin-Milwaukee

Disclosures

Please visit the SEC profile of Katherine Deprey 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 Facet

Edward Jurgielewicz
Baltimore, MD
Matthew Farrell
Baltimore, MD
Jordan Gilberti
Baltimore, MD
Emmett Stewart
Baltimore, MD
Sammie Guajardo
Baltimore, MD
Andrew Barton
Baltimore, MD
Ashley Morris
Moseley, VA
Harrison Maizels
Brooklyn, NY

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.

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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.

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