Katie Lane Geery
Investment adviser representative at Rise Private Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, IncAug 2018 to Sep 2026
- DatroseMar 2018 to Aug 2018
- Rochester Institute of TechnologyAug 2016 to Dec 2017
- Sorenson CommunicationsJul 2016 to Aug 2018
- Self- EmployedNov 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn 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
- 5899374
- Firm CRD
- 343846