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Michael David Katrein

Per Stirling Capital Management, LLC

Austin, TX

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Current Employers
Per Stirling Capital Management, Llc

4800 Bee Caves Road, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-02
  • TX RA
    APPROVED
    Since 2018-01-02

Branch Locations

4800 Bee Caves Road, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Consulting Services, Inc Addison TX 01/2016 03/2018
Per Stirling Capital Management Austin TX 12/2017 Present
  • 01/2016 → 03/2018
    Retirement Consulting Services, Inc
    Addison, TX
  • 12/2017 → Present
    Per Stirling Capital Management
    Austin, TX
Previous Registrations
  • 2017-03-09 → 2018-03-31
    Retirement Consulting Services, Inc.
    Addison, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-09
  • S65 Uniform Investment Adviser Law Examination
    2017-03-09
Other Names
  • Michael Katrein

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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