Brent Katterheinrich joined the firm in 2014, originally as a Client Support Coordinator. After two years of working directly with clients in the Madison, WI office, he transitioned to the Investments team and continues to carry out trading for the firm in his current role as Assistant Vice President. Prior to joining the team, Brent worked in financial planning at Ameriprise Financial and as a client service associate at J.P. Morgan’s Private Bank.
- Registered Sales Associate at Ameriprise Financial
- Client Service Associate at J.P. Morgan Private Bank
Education & Credentials
- BS, Eastern Illinois University, Economics
- Series 7, 63, and 66 securities licenses
- WI Life and Health Insurance licenses
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.