Sourcing
Firms
People
Sources
Katharine Bertness
C
5
IAR CRD 7409200
·
Industry start 2022-12-03
Identity
Legal name
Katharine Bertness
brokercheck
CRD
7409200
NPN
—
Career
Previous employments
—
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2022-12-03
brokercheck
Est. age
26
brokercheck
Age confidence
—
Est. birth year
2000
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
1
ELITE RETIREMENT PLANNING, LLC
IAR
CRD 297942