Katerina Evelyn Stern
Investment adviser representative at Ieq Capital, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ieq Capital, LLCAug 2021 to now
- West Coast Financial, LLCJul 2018 to Aug 2021
- Blenders In the GrassNov 2017 to May 2018
- Toyota Financial ServicesJun 2017 to Sep 2017
- University California Santa BarbaraSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 7060079
- Firm CRD
- 301819