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Katelyn Elizabeth Derr

Hartford Funds

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About Katelyn Elizabeth Derr

Katelyn Elizabeth Derr is a financial advisor currently registered with Hartford Funds. Katelyn has been in the financial services industry since December 7, 2013. Katelyn obtained her Series 65 and Series 63 licenses in 2013 and 2020 respectively and her Series 7TO and SIE licenses in 2019. Katelyn is licensed in the state of Pennsylvania. Katelyn is a financial advisor at Hartford Funds and can offer investment advice to states in connection with 529 plans and model recommendations.

Firm Information

Katelyn Derr is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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Katelyn Derr’s Registration & Firm History

PA

12/04/2019 - Present

Hartford Funds (WAYNE PA)

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Licenses & Designations

BC

Issued 01/16/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelyn Elizabeth Derr.
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