Katherine Marie antoinette Forrester
Investment adviser representative at High Note Wealth, LLC
29 yearsExperience
2 statesRegistered in
ChFC®Designation
$683.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- High Note Wealth, LLCNov 2019 to now
- Northwestern Mutual Investment Services, LLCAug 1997 to Nov 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
High Note Wealth, LLC
$683.5MAssets managed
279Clients
4Advisers
6 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
- 2837901
- Firm CRD
- 305768