Katharine Helen Burger

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → Present
  Stonex Securities Inc
  Brookville, IN
• 01/2017 → Present
  Stonex Advisors Inc
  Brookville, IN

Other Businesses

1)Brad M. Tebbe 601 Main Street, Brookville, IN 47012 Office Assistant: Customer service duties for Brad Investment Related Office Assistant Take phone calls, help with paperwork for investment clients 07/06/2016 80 hrs per month and 50 hrs spent during market hrs 2) Farm Credit Mid-America; NOT Investment Related; 12501 Lakefront Place, Louisville, IN 40299; Agricultural Lending; Nominating Committee Member; 11/1/2024; 2 hrs/moth during market hours; Identifying candidates for board of directors positions

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12

Other Names

• Katharine Helen Bartlett
• Katey Burger
• Katey Bartlett