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Katie Jean Poole

Mill Creek Capital Advisors, LLC

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About Katie Jean Poole

Katie Poole is a financial advisor with Mill Creek Capital Advisors, LLC. Katie is a Certified Financial Planner with over 10 years of experience in the financial services industry. Katie has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Katie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Katie Poole is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Katie Poole’s Registration & Firm History

PA

01/08/2013 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

PA

12/13/2011 - 09/27/2012

J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)

DE

08/29/2006 - 07/08/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON DE)

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Licenses & Designations

BC

Issued 12/21/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Jean Poole.
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