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Katherine Stienessen

Motiv8 Investments LLC
26 Years of Experience
St Louis Park, MN
Sells Insurance
View SEC Summary
View SEC Summary

Katherine Stienessen is a registered investment advisor at Motiv8 Investments LLC, based in St Louis Park, MN, with 26 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 726 clients with $220M in assets under management.

Motiv8 Investments LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
726 clients
Average Client Portfolio
$302K average
Assets Under Management
$219.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees are negotiable and will not exceed 2% annually. Fees for managing held-away assets on third-party platforms are charged at a flat annual rate of 1.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4021 Vernon Ave S, Suite 208, St Louis Park, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Katherine is an independent insurance agent, including equity indexed annuities, and owns Kay Stienessen CPA, a tax preparation business since 2013, taking about a quarter of Katherine's time. She also serves as a board member on the finance committee for The Lenox Foundation, dedicating minimal time to this activity.

Employment History
Current Registrations
Motiv8 Investments LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Harbour Investments, INC.
November 2012 - May 2019 · 6 yrs 6 mos
Harbour Investments, INC.Broker
October 2003 - May 2019 · 15 yrs 7 mos
Valmark Securities, INC.Broker
March 2002 - October 2003 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
July 2000 - December 2001 · 1 yr 5 mos
H.D. Vest Investment Securities, INC.Broker
January 2000 - June 2000 · 5 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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