Troy Fredrick Katterheinrich
Investment adviser representative at Retire Agile
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$433.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Retire AgileAug 2025 to now
- Align Financial, LLCAug 2025 to now
- Agile Retirement Management / Strategic Financial ConceptsMay 2023 to Aug 2025
- Merit Financial Group, LLCSep 2020 to May 2023
- Stratos Wealth Partners, LtdJul 2020 to Aug 2020
- LPL Financial, LLCJul 2018 to May 2023
- Spanish River Christian SchoolAug 2017 to Aug 2018
- Christ Fellowship ChurchAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Retire Agile
Legal name: Align Financial, LLC
$433.7MAssets managed
188Clients
4Advisers
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
- 6992661
- Firm CRD
- 309238