Michael David Katrein

Employer firm

Per Stirling Capital Management, LLC CRD 151671

$1.57B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2017-03-09

Other Names

• Michael Katrein