Katherine Erin Deprey
Investment adviser representative at Facet
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed 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.
- FacetJul 2021 to now
- Fis GlobalFeb 2019 to Jul 2021
- SkaliwagsOct 2018 to Feb 2019
- Muscular Dystrophy AssociationMay 2018 to Sep 2018
- Seek Careers & StaffingJul 2017 to May 2018
- University of Wisconsin- Stevens PointJan 2015 to May 2017
- SentryworldDec 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 7801149
- Firm CRD
- 285961