Katterhenry Investment Group of NEST Capital

About Katterhenry Investment Group of NEST Capital

Katterhenry Investment Group was founded in 1989 and is as strong as ever with the ability to offer you ten advisors “under one roof”. Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation, and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during favorable market conditions, as well as preserve their wealth during rough times in the financial markets. All 10 of our advisors have Series 7 and 63/65 or 66 securities registrations and life insurance licenses. We also have three CFP® professionals, a Registered Principal, one Chartered Retirement Planning Counselor™, a Chartered Mutual Fund Counselor™, a Certified Investment Management Analyst, two Accredited Domestic Partnership Advisors™ , a Certified Divorce Financial Analyst®, a Sports & Entertainment Accredited Wealth Management Advisor and a Master of Science Degree in Financial Planning within our ranks. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of (AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY). CA Insurance Producer License Number: 0D68746 (Eric J. Haubert) Resident state: Ohio, 0D65744 (Lisa Katterhenry Howe) Resident state: Ohio. PM-08252027-5238916