Katherine Ann Neavill
Investment adviser representative at Faithward Advisors, LLC
21 yearsExperience
14 statesRegistered in
$1.1BFirm assets
24 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Faithward Advisors, LLCJul 2025 to now
- Osaic Wealth Inc.Oct 2024 to now
- Ambassador AdvisorsOct 2022 to now
- Wells Fargo AdivorsNov 2005 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 14 states (CA, KY, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, VA).
Faithward Advisors, LLC
$1.1BAssets managed
3,114Clients
18Advisers
24 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
- 5073145
- Firm CRD
- 116978