Gebhardt Financial

Home Menu

Our Team

Katrina Schultz

Assistant

262-785-6160
262-785-6160

As an assistant at Gebhardt Financial, my role involves helping with daily operations.

I received my Bachelor’s degree in History from Transylvania University in Lexington, Kentucky. During my time there, I was fortunate to grow my passion for history through studying abroad for a semester at St. Andrews University in Scotland. My summertime hobby is being part of reenactments of WWII and Scottish Highlands. Although Wisconsin will always be home, I enjoy traveling as much as possible to visit family and friends or to experience new places.

In addition to history, I have a passion for community involvement. Through my church, I volunteer with Hunger Task Force and am a long-time member of the handbell choir. I have been a co-leader of the same Girl Scout troop of a dozen girls from Daisies to Juniors.

I am excited to be part of a company that strives to establish financial security for our clients.

Photo of team member

Brenda Gebhardt

Financial Advisor

262-785-6160

My professional credentials include Series 63/7/66 securities registrations, Registered Representative and Advisory Services.  I also hold Life Insurance and Long Term Care Insurance licenses.

I have lived the greater part of my life in the Milwaukee area, but also enjoyed 4 years (up north) in Ladysmith where some of my family is still located.

I like spending time with family and friends and my two Cocker Spaniels- Freckles and Riley.   I enjoy relaxing, boating/fishing, gardening and entertaining at the cottage. I also enjoy ringing bells in my church bell choir, bowling, volunteering and I am the secretary for our lake association.

 

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise

Copyright © 2019 Gebhardt Financial. All rights reserved.