Financial Services Team | Katahdin Trust Company (Houlton, ME)

Financial Services Team

Our Financial Consultants work closely with clients at Katahdin Financial Services to help them reach their individual financial objectives. Through personal, face to face consultations with clients, Brad and Adam strive to fully understand clients' needs and long-term goals and then develop comprehensive recommendations designed to help clients invest in a way that complements their goals, life stage and suitability.

 

Financial Services Page

Offering advice in all facets of investments and insurance, Brad and Adam assist individuals with a range of financial needs, including college savings and retirement plans. They also work closely with business owners, advising them on business planning issues that are crucial to their personal and business success.

Call. 1-800-379-2366
ClickSend us an email
Come in. 12 North Street in Presque Isle or 65 North Street in Houlton

We’ll set up an appointment that is convenient for you!

Meet Our Team

Brad Berthiaume

Brad Berthiaume, CMT® 

Senior Vice President, Financial Consultant

Brad earned his Chartered Market Technician (CMT) designation and is a graduate of Pensacola Christian College in Florida. He also holds the Series 7 & 66 securities registrations, and life and health insurance licenses. Brad joined Katahdin Financial Services as a Financial Advisor in 2007 and has over 15 years in the Financial Services industry.

Email Brad

Adam Bither

Adam Bither

Financial Consultant

A graduate of the University of Maine at Orono, Adam holds series 7, 63, 65 & 26 securities registrations, and life and health insurance licenses. Adam joined Katahdin Financial Services in 2011 as a Financial Advisor and has over 10 years in the Financial Services industry.

Email Adam

Kelly Jo Cole

Kelly Jo Cole

Administrative Assistant

A graduate of Northern Maine Community College, Kelly Jo holds an Associate’s Degree in Legal and Medical Office Administration. She has been with Katahdin Financial Services since 2004.

Kelly Jo is the face of our Presque Isle location, welcoming each customer to the office with a warm smile and friendly hello. She takes care of all administrative duties and will help answer any questions you may have.

Email Kelly

We're Here to Help!

Haven't heard from your financial advisor in a while and need better ongoing support? We offer a complimentary financial review to make sure your investments are working as hard as you are to earn your money. Contact us today to schedule a complimentary consultation with a financial consultant and we'll start creating your personalized comprehensive financial plan.

Call. 1-800-379-2366
ClickSend us an email
Come in. 12 North Street in Presque Isle or 65 North Street in Houlton

We’ll set up an appointment that is convenient for you!

Check the background of an investment professional on FINRA's BrokerCheck.

View Cetera Investment Services privacy policybusiness continuity plan and other important information.

Neither Cetera, nor any of its representatives may give legal or tax advice. As part of a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Advisory services may only be offered by Investment Adviser Representatives.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered.  Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Investments: 1) Are not FDIC/NCUSIF insured 2) May lose value 3) Are not financial institution guaranteed 4) Are not a deposit 5) Are not insured by any federal government agency.

Registered locations:  12 North St., Presque Isle, ME 04769 and 65 North St., Houlton, ME 04730.  Toll Free:  (800) 379-2366.

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