Katherine Love Egbert

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → 03/2020
  Ameriprise Financial Services, Inc.
  Allison Park, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Coraopolis, PA

Other Businesses

Real Estate Ownership; Single Family; 104 Lorish Road, , Pittsburgh, PA, 15205; Not Investment-Related; 04/13/2022 / Single Family; 182 Oneida Street, , Pittsburgh, PA, 15211; Not Investment-Related; 09/04/2012. Business Ownership; Egbert Enterprise, LLC; owner; It is an LLC to manage the expenses for the purchase and maintenance of a commercial building; E Washington St, , Rogersville, TN, 37857; Not Investment-Related; 09/25/2020; 1 to 9 hours per month; 0 during trading hours / Legacy Wine & Spirits; Co-Owner; Treasurer; Retail; 210 E Washington Street, , Rogersville, TN, 37857; Not Investment-Related; 08/15/2019; 1 to 9 hours per month; 0 during trading hours / Van Tassel, LLC; expense management; Manage Ameriprise Business; 104 Lorish Road, , McKees Rocks, PA, 15136; Investment-Related; 01/04/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Van Tassel, LLC; Owner; Consulting firm for my specialty knowledge in the financial services business; 104 Lorish Road, , McKees Rocks, PA, 15136; Investment-Related; 09/28/2023; 20 to 39 hours per month; 10 to 19 during trading hours. Other Business Activities; Marcellus Shale Natural Gas Lease and Royalties; lease signed 1/2011; royalties started 4/2015; 788 Bethel Ridge Road, , Avella, PA, 15312; Not Investment-Related; 04/09/2015; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-15
• S63 Uniform Securities Agent State Law Examination
  1997-07-15

Designations

• Certified Financial Planner

Other Names

• Katherine Love Erbert
• Katherine Love Egbert
• Katherine E Loch
• Katherine L Egbert
• Katherine E Lecker