Catherine Soo Loquet

Financial & Tax Architects, LLC

8 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Financial & Tax Architects, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,061 clients

Average Client Portfolio

$418K average

Assets Under Management

$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131

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History

Regulatory History (1)

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Customer Dispute

February 2013

Settled

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Other Business ActivitiesSells Insurance

Catherine is an owner/agent at Advanced Wealth Management, Inc. since 2002, focusing on insurance sales and spending about 10-20% of her time on this activity, with about half of that time during trading hours.

Employment History

Current Registrations

Financial & Tax Architects, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Arque Capital, LTD.

June 2012 - February 2013 · 8 mos

Waveland Capital Partners LLC

July 2005 - November 2010 · 5 yrs 4 mos

Waveland Investment Advisors, LLC

March 2005 - August 2005 · 5 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.