Lisa Katterhenry Howe

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Troy, OH

Previous Registrations

• 1999-08-16 → 2004-03-12
  Ubs Financial Services Inc.
  Troy, OH

Other Businesses

LISA HOWE LLC; NOT INVESTMENT RELATED; TROY, OH; LLC ESTABLISHED FOR TAX PURPOSES ONLY; START DATE 9/15/2012; 0 HOURS PER MONTH. 50% OWNERSHIP OF HAUBERT-HOWE PROPERTIES, INVESTMENT RELATED, TROY OH, CURRRENTLY NO TIME DEVOTED, START 9/2006.; | HAUBERT & HOWE LLC DBA KATTER HENRY INVESTMENT GROUP, INV RELATED, TROY, OH, 50% OWNERSHIP, START 2/9/2004, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.;| HAUBERT & HOWE LLC; INV. RELATED; TROY, OH; 50% OWNERSHIP; LLC FOR OPERATING ENTITY FOR PRACTICE; START DATE 2/2004; 2 HRS PER MONTH; 2 HRS DURING TRADING.;| CO-TRUSTEE FOR HAUBERT & HOWE LLC 401K, INV RELATED, COLUMBUS, OH, START: 8 HRS/MONTH, 4 HRS DURING TRADING, FINET PRACTICE 401K.;| KIG LEGACY CO. LLC, INV RELATED, TROY, OH, 50% OWNERSHIP, START 7/29/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.;| KIG HOLD CO. LLC, INV RELATED, TROY, OH, 40.05% OWNERSHIP, START 7/29/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.;| BWM HOLDCO, LLC, INVT RELATED, TROY, OH, 40.05% OWNERSHIP, START DATE 1/1/2023, 2 HRS PER MONTH AND DURING TRADING, FOR FINET PRACTICE.; | CO-TRUSTEE FOR HAUBERT AND HOWE LLC 401K (1 ASSOCIATES), INV RELATED, VANDALIA, OH, START: 1/1/2022, 8 HOURS A MONTH, 4 HOURS DURING TRADING, FINET PRACTICE 401K.;| CO-TRUSTEE FOR HAUBERT AND HOWE LLC 401K (8 ASSOCIATES), INV RELATED, VANDALIA, OH, START: 1/01/2022, 1 HOUR A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE 401K.| JFF HOLDCO LLC SUBSIDIARY OF KIG HOLDCO, LLC, INVT RELATED, TROY OH, 40.05% OWNERSHIP, START DATE 3/20/2024, 1 HR PER MONTH AND DURING TRADING. FOR FINET PRACTICE.| VWM HOLDCO, LLC SUBSIDIARY OF KIG HOLDCO, LLC, INVT RELATED, TROY, OH, 40.05% OWNERSHIP, START DATE 5/17/2024, 1 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.| JS HOLDCO LLC SUBSIDIARY OF KIG HOLDCO, LLC; INV RELATED; TROY, OH; 40.05% OWNERSHIP; START DATE 7/9/2024; 1 HR PER MONTH; 1 HR DURING TRADING.| HAUBERT & HOWE LLC 401K FBO IAN LYONS, INV RELATED, VANDALIA, OH,401K, CO-TRUSTEE, START 1/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING | HAUBERT & HOWE LLC 401K FBO MERISSA ACKLEY, INV RELATED, VANDALIA, OH,401K, CO-TRUSTEE, START 1/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING | HAUBERT & HOWE LLC 401K FBO TROY SHARPE|Terrence Patrick Geary| Clay Mitchell Purvis|Cozy Gerald Robert Geuder|Julia Paslawski|Madison Hauser|Rebecca Johnston |Tricia Suchland| (Multiple FBO's), INV RELATED, VANDALIA, OH,401K, CO-TRUSTEE, START 1/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING | HAUBERT & HOWE LLC 401K FBO CHRIS NEAL, INV RELATED, VANDALIA, OH,401K, CO-TRUSTEE, START 1/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING | HAUBERT & HOWE LLC 401K FBO KRISTI CROWTHER| ERIC HAUBERT | Zoe McFadden | Johanna Spicuzza , INV RELATED, VANDALIA, OH,401K, CO-TRUSTEE, START 1/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING | CMWM HOLDCO LLC SUBSIDIARY OF KIG HOLDCO LLC; INV RELATED; TROY, OH; 40.05% OWNERSHIP; START DATE 07/01/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-17
• S65 Uniform Investment Adviser Law Examination
  1997-03-17

Designations

Other Names

• Lisa Howekatterhenry
• Lisa Kay Katterhenry
• Lisa Katterhenryhowe