Katherine E. Nolte
Professional summary
Katherine Elaine Nolte, who also goes by Katherine Edwards, Katherine Nolte Mcgahren, Katherine E Nolte, is a registered financial advisor currently at HOLLAND INVESTMENT MANAGEMENT, INC. located in North Richland Hills, Texas.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Katherine has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Elaine Nolte's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2024 - Present
HOLLAND INVESTMENT MANAGEMENT, INC.
Office #1: 7001 Boulevard 26, Suite 505, North Richland Hills, TX 76180May 25, 2017 - July 15, 2024
WEALTHTRUST ASSET MANAGEMENT, LLC
November 18, 2009 - May 17, 2017
TRINITY PORTFOLIO ADVISORS, LLC
February 13, 2006 - November 19, 2009
MML INVESTORS SERVICES, LLC
February 3, 2006 - November 19, 2009
MML INVESTORS SERVICES, LLC
September 20, 2002 - February 9, 2006
OSAIC FA, INC.
January 9, 2001 - February 9, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 9, 2001 - February 9, 2006
OSAIC FA, INC.
April 16, 1999 - December 4, 2000
BERKSHIRE EQUITY SALES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2024)
Exams
Current Firm
HOLLAND INVESTMENT MANAGEMENT, INC.
CRD#: 159060 / SEC#: 801-72764
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 54,319,218 |
Red Flags
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