CR
ChFC
CR
ChFC

Catherine Riedstra

2 Years of Experience
San Luis Obispo, CA
BrokerSells Insurance

Catherine Riedstra is a ChFC-designated registered investment advisor, based in San Luis Obispo, CA, with 2 years of industry experience.

Location

3591 Sacramento Dr. STE 114, San Luis Obispo, CA, 93401

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Catherine owns and operates Chatherine Riedstra's Insurance Agency as an agent for State Farm, dedicating about half of her time to servicing customers and supervising employees. She also owns Riedstra Otto Enterprises LLC for real estate investment and The Catherine B Riedstra Living Trust, which holds a rental property, dedicating minimal time to each.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 5 mos
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 5 mos
State Farm Investment Management CORP.
November 2023 - Present · 2 yrs 8 mos
State Registrations4 states
AZCANVOR
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.