Katie A. Lenz
TIMBERCHASE FINANCIAL
Bend, OR 97703
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CRD#: 5673717
Professional summary
Katie Anne Lenz, CFP®, who also goes by Katherine Anne Erickson, Katie Anne Erickson, is a registered financial advisor currently at TIMBERCHASE FINANCIAL, LLC located in Bend, Oregon.
Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Katie has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katherine Anne Erickson | Katie Anne Erickson
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.
Owner of several real estate investment properties / Beginning in 2018 / 234 NW Revere Ave., Bend, OR / performs bookkeeping and other administrative duties / entities include: Revere Rentals; Oregon Ironwood, LLC; Kristen Log Cabin, LLC; and, LPM Redmond, LLC. This activity does not represent a significant amount of time or income.
CRS (Client Relationship Summary) - RIA
Click below to view Katie Anne Lenz'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®
CFP®
Start date: 2010
Experience
Current
November 26, 2015 - Present
TIMBERCHASE FINANCIAL, LLC
Office #1: 2709 Northwest Crossing Drive, Bend, OR 97703RIA
CRD#: 131205
Bend, OR
Past
November 10, 2009 - March 30, 2010
NAUTILUS FINANCIAL PLANNING, LLC
RIA
CRD#: 150383
OLYMPIA, WA
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".
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 Terminated)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
Alabama(11/26/2015)
IAR
Oregon(2/27/2017)
Exams
Current Firm
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 Inverness Center Parkway Suite 100, Hoover, AL 35242
Mailing Address
Phone number
(205) 980-7118
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 798 |
| AUM (Assets Under Management) | $ 237,136,020 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 01/24/2025 | ||
| 11/01/2023 | ||
| 01/18/2023 |
Red Flags
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Company Information
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205Bend, OR 97703TRUST BUT VERIFY
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