Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Kelter is a financial advisor who has been working in the financial services industry since November 20, 2018. Katelyn is currently registered with LPL Financial LLC in Goshen, Indiana. Katelyn is also registered as an investment advisor representative in Indiana, Illinois, Kentucky, and Michigan. Katelyn has previously worked for Edward Jones and Robert W. Baird & Co. Incorporated. Katelyn holds the Series 66, SIE, and Series 7 licenses. Katelyn specializes in retirement planning, college savings, investment management, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/08/2023 - Present
LPL Financial LLC (GOSHEN IN)
MO
06/13/2023 - 09/27/2023
EDWARD JONES (ST. LOUIS MO)
IN
03/12/2020 - 04/23/2023
ROBERT W. BAIRD & CO. INCORPORATED (MISHAWAKA IN)
IN
11/20/2017 - 05/10/2019
ROBERT W. BAIRD & CO. INCORPORATED (MISHAWAKA IN)
BOTH
Issued 02/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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