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Katherine M Clausen

Belpointe Asset Management LLC

Janesville, WI

Reno, NV

CRD 6747933

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Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-04-19
  • WI RA
    APPROVED
    Since 2021-04-19

Branch Locations

1 Parker Place Suite 600, Janesville, WI 53545 • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • 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
Three Pillars Wealth Management Janesville WI 01/2017 Present
Belpointe Asset Management, Llc Reno NV 04/2021 Present
Carolina Espinoza State Farm Iowa City IA 03/2014 12/2016
  • 01/2017 → Present
    Three Pillars Wealth Management
    Janesville, WI
  • 04/2021 → Present
    Belpointe Asset Management, Llc
    Reno, NV
  • 03/2014 → 12/2016
    Carolina Espinoza State Farm
    Iowa City, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-02
  • S65 Uniform Investment Adviser Law Examination
    2021-04-02

View on SEC IAPD

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