Katharine Frances Schelhorn
Investment adviser representative at Wealthspire Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.3BFirm 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 assetsFixed 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
10 years in the industry.
- Wealthspire AdvisorsMay 2020 to now
- Acorn Financial Services, Inc.Feb 2017 to May 2020
- UnemployedDec 2016 to Feb 2017
- Full Time Student - Virginia Polytechnic InstituteAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 6651731
- Firm CRD
- 106181