Katherine Marie Hollenbeck

Employer firm

Keen Capital, Ltd CRD 145023

$180M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 02/2015 → Present
  Core Advisors, Ltd.
  Chapin, SC

Previous Registrations

• 2010-01-29 → 2015-02-20
  Je Wilson Advisors, Llc
  Columbia, SC

Other Businesses

1) Name: CFA Society South Carolina; Investment Related: No; Address: At reported business location; Nature: non-profit professional organization; Position: President and CEO; Start Date: 7/1/2024; Number of Hours: 20 per month; Duties: Oversees the planning and administration of all Society activities.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Katherine Stokes
• Katherine Marie Stokes