Katherine Green Deerman
Investment adviser representative at The Welch Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Welch Group, LLCJan 2025 to now
- Ernst & YoungJul 2022 to Dec 2024
- Orangetheory FitnessMay 2021 to Jun 2022
- The University of AlabamaAug 2018 to May 2021
- Vestavia Country ClubMay 2017 to Aug 2018
- Briarwood Christian SchoolJan 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
The Welch Group, LLC
$3.7BAssets managed
1,450Clients
28Advisers
27 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
- 8030088
- Firm CRD
- 111273