KS
Katherine M. Stienessen
MOTIV8 INVESTMENTS LLC
St Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 4039071
KS
Professional summary
Katherine Mary Stienessen, who also goes by Katherine Mary Fogarty, Kay Stienessen, is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in St Louis Park, Minnesota.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Katherine has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katherine Mary Fogarty | Kay Stienessen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INDEPENDENT INSURANCE AGENT - INCLUDING EQUITY INDEXED ANNUITIES. 2. KAY STIENESSEN CPA, OWNER, 4021 VERNON AVE S SUITE 208 ST LOUIS PARK MN 55416, PREPARE INCOME TAXES, START DATE 1/1/2013, 30% OF TOTAL HOURS WORKED IS DEVOTED TO THIS ACTIVITY AND MAY BE DURING TRADING HOURS. 3. THE LENOX FOUNDATION, BOARD MEMBER ON THE FINANCE COMMITTEE, START DATE 07/21/2017, SUPPORTING THE ST. LOUIS PARK SENIOR PROGRAMS, 1 HOUR/MONTH DURING TRADING HOURS. 4. Name of outside business: Excelsior Financial Group LLC; Legal name of business: Excelsior Financial Group LLC; Is the business investment related: No; Location of the business: 4021 Vernon Ave S Ste 208 St Louis Park MN 55416 USA; Description of the business: tax preparation business; Position Title: CPA/owner; Responsibilities Duties: tax preparation and tax planning; Start date with business: 2006-08-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 28; Will an IRS form for income earned be received: No;
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Mary Stienessen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 17, 2019 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 4021 Vernon Ave S, Suite 208, St Louis Park, MN 55416RIA
CRD#: 285560
St Louis Park, MN
Past
November 7, 2012 - May 13, 2019
HARBOUR INVESTMENTS, INC.
RIA
CRD#: 19258
ST LOUIS PARK, MN
Past
October 17, 2003 - May 13, 2019
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
ST LOUIS PARK, MN
Past
March 6, 2002 - October 24, 2003
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
Past
July 11, 2000 - December 14, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 17, 2000 - June 26, 2000
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(5/17/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,568 |
| AUM (Assets Under Management) | $ 187,093,402 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
