Katherine Stienessen has been an investment adviser representative at Motiv8 Investments since May 2019, and is not listed among the firm’s executive officers or direct owners.
Motiv8 Investments LLC is a Port St Lucie, FL firm with $219M under management, 726 clients and 10 advisers across 11 offices, as of its March 2026 filing.
Kay Stienessen is a Financial Advisor at Excelsior Financial Group, LLC. She has been in the accounting and tax business, as a tax practitioner, for over 20 years. She has been licensed in securities since 2000, holding Series 7, Series 63 and Series 65.
Katherine Stienessen’s longest registration is the current one, 7 years at Motiv8 Investments since 2019. Before joining Motiv8 Investments in 2019, Katherine Stienessen was registered through Harbour Investments, Inc.
- Motiv8 Investments LLCCurrent– present · 7 yearsSt Louis Park, MN · Adviser representative · Firm CRD 285560
- Harbour Investments, Inc.– · 6 yearsSt Louis Park, MN · Adviser representative · Firm CRD 19258
Investment adviser representative registrations
Katherine Stienessen is registered as an investment adviser representative in Minnesota, since May 2019.
- MinnesotaSince 17 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 1 September 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2000 |
| Series 7 | General Securities Representative Examination | 12 January 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Katherine Mary Stienessen
- CRD
- 4039071
- Firm
- Motiv8 Investments · CRD 285560
- Office
- 4021 Vernon Ave S, Suite 208, St Louis Park, MN 55416
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- excelsiorfinancialgroupllc.com
Where does Katherine Stienessen work?
Katherine Stienessen is an investment adviser representative registered through Motiv8 Investments LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Katherine Stienessen a financial advisor?
Yes. Katherine Stienessen has a current investment-adviser registration in Minnesota, through Motiv8 Investments since May 2019.
How many years of experience does Katherine Stienessen have?
Katherine Stienessen has 26 years in the financial industry, since April 2000, across 2 adviser firms.
What exams has Katherine Stienessen passed?
Katherine Stienessen has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 31. The earliest, the Series 63, was passed in October 1999. FINRA credited Katherine Stienessen with the SIE, which began in October 2018.
Where did Katherine Stienessen work before Motiv8 Investments?
Before Motiv8 Investments, Katherine Stienessen was registered through Harbour Investments, Inc., November 2012 to May 2019.
Where is Katherine Stienessen based?
Katherine Stienessen’s registered office is in St Louis Park, MN.
Is Katherine Stienessen registered with FINRA?
No. Katherine Stienessen has no current broker registration.
How can I verify Katherine Stienessen’s record?
Search CRD 4039071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine Stienessen’s full registration record.