Katherine Motzkus
Katherine Motzkus is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4643 South Ulster Street, Suite 1350, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine works as a real estate broker/agent with RE/MAX Professionals since August 2023. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wfg Investments, INC.Broker
Wfg Advisors, LP
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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