Katherine Green Deerman

Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

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

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

Current Employers

Employment History

• 01/2025 → Present
  The Welch Group, Llc
  Birmingham, AL
• 08/2018 → 05/2021
  The University Of Alabama
  Tuscaloosa, AL
• 01/2015 → 05/2017
  Briarwood Christian School
  Birmingham, AL
• 05/2017 → 08/2018
  Vestavia Country Club
  Birmingham, AL
• 05/2021 → 06/2022
  Orangetheory Fitness
  Birmingham, AL
• 07/2022 → 12/2024
  Ernst & Young
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-15

Designations

• Certified Financial Planner

Other Names

• Katie Green
• Katherine Harriett Green