Catherine Smith Teichert
Investment adviser representative at Forty North Wealth
12 yearsExperience
1 stateRegistered in
$350.6MFirm 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 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
12 years in the industry.
- Forty North WealthMar 2024 to now
- Panoramic Investment AdvisorsMar 2024 to now
- Integrated Compliance Advisors, Ltd.Sep 2023 to now
- Aca GlobalJan 2023 to Sep 2023
- Frontier Asset Management, LLCFeb 2014 to Nov 2022
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WY).
Forty North Wealth
Legal name: Panoramic Investment Advisors, LLC
$350.6MAssets managed
534Clients
11Advisers
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
- 6909210
- Firm CRD
- 290770