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Katie Lane Geery

Katie L. Geery

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 5899374
Katie Lane Geery
Katie Lane Geery

Professional summary

Katie Lane Geery, CFP®, who also goes by Katie Lane Bonfiglio, was a registered financial advisor .

Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Katie had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Women's Financial Strategies
Retirement Planning
Financial Planning

Aliases

Katie Lane Bonfiglio

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.
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847 , , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 South River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Stay,Work,Play; Co-Chair; 497 Hooksett Rd, 202 , Manchester, NH, 03104; Not Investment-Related; 12/13/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisor; ; 262 South River Rd, Suite 201, , Bedford, NH, 3110; Investment-Related; 05/20/2020; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2021

Experience

Current

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

April 24, 2020 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bedford, NH
Past

February 11, 2019 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH

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
New Hampshire
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 11/5/2018
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 2/11/2019
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 1/10/2019
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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