Katie Anne Lenz

Employer firm

Timberchase Financial, LLC CRD 131205

$280M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Timberchase Financial, Llc

3310 Independence Drive, Homewood, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2017-02-27
AL	RA	APPROVED	2015-11-26

OR RA
APPROVED

Since 2017-02-27
AL RA
APPROVED

Since 2015-11-26

Branch Locations

3310 Independence Drive, Homewood, AL 35209 • United States

2709 Northwest Crossing Drive, Bend, OR 97703 • 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

Organization	City	State	From	To
Timberchase Financial, Llc	Birmingham	AL	11/2015	Present

11/2015 → Present

Timberchase Financial, Llc

Birmingham, AL

Previous Registrations

2009-11-10 → 2010-03-30

Nautilus Financial Planning, Llc

Olympia, WA

Other Businesses

Owner of several real estate investment properties / Beginning in 2018 / 234 NW Revere Ave., Bend, OR / performs bookkeeping and other administrative duties / entities include: Revere Rentals; Oregon Ironwood, LLC; Kristen Log Cabin, LLC; and, LPM Redmond, LLC. This activity does not represent a significant amount of time or income.

Designations

Certified Financial Planner

Other Names

Katherine Anne Erickson
Katie Anne Erickson

View on SEC IAPD