Kate D Morstad
Investment adviser representative at Kestra Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Kestra Advisory Services, LLCAug 2018 to now
- Catalyst Retirement AdvisorsAug 2018 to now
- Kestra Investment Services, LLCAug 2018 to now
- OralabsJan 2018 to Aug 2018
- Kestra Advisory Services, LLCNov 2017 to Jan 2018
- Kestra Investment Services, LLCNov 2017 to Jan 2018
- Ameriprise Financial Services, Inc.Oct 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679584
- Firm CRD
- 283330