Katherine Otis

from 1834 Investment Advisors Co.
SEC regulated
Regulated Investment Advisor
Katherine Otis is a financial advisor based in Wisconsin, Milwaukee, with 17 years of experience. Katherine currently works for 1834 Investment Advisors Co.. Katherine maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Katherine Otis works at 1834 Investment Advisors Co.
1834 Investment Advisors Co. is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $1,140,227,916 of assets under management and employs about 12 people. 1834 Investment Advisors Co. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
511 N Broadway, Suite 801, Milwaukee, Wisconsin, 53202

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