Catherine Elizabeth Stieber
Investment adviser representative at Kestra Advisory Services, LLC
19 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
19 years in the industry.
- Kestra Advisory Services, LLCSep 2022 to now
- Kestra Investment Services, LLCSep 2022 to now
- UnemployedDec 2020 to Sep 2022
- Kestra Financial Services, Inc.Apr 2016 to Dec 2020
- Various Insurance Carriers for W&r Insurance AgenciesJan 2009 to Mar 2020
- Shawn OkumuraNov 2007 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5461109
- Firm CRD
- 283330