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Inactive

Troy Fredrick Katterheinrich

Retire Agile

Palm Beach Gardens, FL

Hermantown, MN

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Current Employers
Retire Agile

4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-20
TX RA APPROVED 2025-08-07
  • FL RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

Palm Beach Gardens, FL • United States

4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • 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
Spanish River Christian School Boca Raton FL 08/2017 08/2018
Lpl Financial, Llc Boynton Beach FL 07/2018 05/2023
Christ Fellowship Church Palm Beach Gardens FL 08/2016 06/2017
Stratos Wealth Partners, Ltd Boynton Beach CA 07/2020 08/2020
Merit Financial Group, Llc Boynton Beach FL 09/2020 05/2023
Agile Retirement Management / Strategic Financial Concepts Palm Beach Gardens FL 05/2023 08/2025
Align Financial, Llc 15824 76Th Trail North FL 08/2025 Present
  • 08/2017 → 08/2018
    Spanish River Christian School
    Boca Raton, FL
  • 07/2018 → 05/2023
    Lpl Financial, Llc
    Boynton Beach, FL
  • 08/2016 → 06/2017
    Christ Fellowship Church
    Palm Beach Gardens, FL
  • 07/2020 → 08/2020
    Stratos Wealth Partners, Ltd
    Boynton Beach, CA
  • 09/2020 → 05/2023
    Merit Financial Group, Llc
    Boynton Beach, FL
  • 05/2023 → 08/2025
    Agile Retirement Management / Strategic Financial Concepts
    Palm Beach Gardens, FL
  • 08/2025 → Present
    Align Financial, Llc
    15824 76Th Trail North, FL
Previous Registrations
Other Businesses

1. 07/09/2020 - Notary - State of Florida - inv rel - start: 07/2019

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
  • S66 Uniform Combined State Law Examination
    2020-11-02
Designations

View on SEC IAPD

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