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KK

Katherina Kogan-attila

WILTON RE DISTRIBUTORS LLC
Cedar Rapids, IA 52411
Some features on this profile are disabled
CRD#: 7848466
KK

Professional summary

Katherina Kogan-attila, who also goes by Katherina Kogan, Yekather, is a registered financial professional currently at WILTON RE DISTRIBUTORS LLC located in Cedar Rapids, Iowa.

Katherina is registered as a RR (Registered Representative) and started their career in finance in 2024. Katherina has worked at 1 firm and has passed the Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Katherina Kogan, Yekather

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Katherina Kogan-attila'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®
None

Experience

Current

August 22, 2024 - Present

WILTON RE DISTRIBUTORS LLC

Office #1: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411Office #2: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411
BD
CRD#: 326493
Cedar Rapids, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 6TO
Date: 5/20/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WR
WILTON RE DISTRIBUTORS LLC
WILTON RE DISTRIBUTORS LLC | WILTON RE DISTRIBUTORS, LLC

CRD#: 326493 / SEC#: , 8-71151

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411
Mailing Address
4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411
Phone number
(319) 491-8382
Established
Delaware since 08/18/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WILTON RE U.S. HOLDINGS, INC.OWNER
BRANT, DAVID ROBERTFINOP2718478
CARPENTER, KAREN BERGCEO & CCO4125749

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.

Company Information

WILTON RE DISTRIBUTORS LLC

CRD#: 326493Cedar Rapids, IA 52411

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