KW
ChFC
KW
ChFC

Katherine Withrite

20 Years of Experience
Peachtree Cor, GA
Broker

Katherine Withrite is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Peachtree Cor, GA, with 20 years of industry experience. Katherine is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5445 Triangle Pkwy, Ste 325, Peachtree Cor, GA, 30092

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2015 - Present · 11 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2007 - October 2008 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2006 - February 2007 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - February 2007 · 8 mos
State Registrations21 states
ALCACTDEFLGAILINKSMAMINCNJNYOHPASCTNTXVAWA
AdvisorBrokerBoth

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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