Kate Morstad is a registered investment advisor, based in Denver, CO, with 15 years of industry experience.
Location
7900 E. Union Ave, Suite 120, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kate works as an office administrator for Catalyst Retirement Advisors, spending nearly full-time hours assisting a financial advisor. She also works as a registered field assistant for Kestra Advisory Services LLC, dedicating about half her time, and performs notary services, requiring minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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