Katherine Grace Dow
Investment adviser representative at Decisionpoint Financial, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Decisionpoint Financial, LLCJan 2026 to now
- Aspen Capital ManagementJan 2019 to Oct 2025
- Carnival CorporationJan 2016 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MT).
Decisionpoint Financial, LLC
$1.2BAssets managed
691Clients
13Advisers
8 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
- 4787666
- Firm CRD
- 296988