ADVISOR BIO

Katie Rasmussen is a financial professional with Thrivent Investment Management Inc. Katie has been in the industry since November 2018. Katie is registered with FINRA and holds the Series 6 and SIE licenses. Katie is also registered in the state of Wisconsin. Katie specializes in financial planning and portfolio management for individuals.

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ADVISOR BIO

Katie Christianson is an investment advisor representative with Edward Jones, a company with over $824 billion in regulatory assets under management. Katie has been in the financial services industry since June 2017. Katie's professional experience includes working with Becket Tax and Accounting, LLC and Magna Publications prior to joining Edward Jones. She is licensed to provide investment advice in Arizona, California, Florida, Illinois, Iowa, Michigan, Minnesota, North Carolina, Pennsylvania, Utah, and Wisconsin. Katie specializes in financial planning, pension consulting, and selection of other advisors, with a focus on providing investment services to individuals and businesses.

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ADVISOR BIO

Katie Leigh Prusinski is a registered representative with J.p. Morgan Securities LLC, a firm with a strong presence in the financial industry. Katie has been working in the industry for over 2 years and is licensed in Arizona, Florida and Wisconsin. She is able to offer a variety of investment products and services, including investment company products/variable contracts and securities industry essentials. Katie is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Katie Marie Wilhite is a financial professional with Thrivent Investment Management Inc. who has been active in the industry since August 2022. Katie holds the Series 6TO, Series 26 and SIE licenses, and specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Katie Ann Jackson is a registered representative with RBC Capital Markets, LLC. Katie Ann Jackson is licensed to provide investment advice in 53 states and the District of Columbia. Katie Ann Jackson has been in the financial services industry since December 12, 2010. Prior to joining RBC Capital Markets, LLC, Katie Ann Jackson worked at MORGAN STANLEY and Robert W. Baird & Co. Incorporated. Katie Ann Jackson specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutional investors.

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ADVISOR BIO

Katie Ann Orvis is a registered representative of Edward Jones with over 15 years of experience in the financial services industry. Katie is licensed to provide securities and investment advisory services in 27 states. Katie has a strong track record of helping individuals and families achieve their financial goals. Katie Ann Orvis is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Katie Swenby is a Registered Representative and Investment Advisor Representative, associated with Thrivent Investment Management Inc. Katie has been in the securities industry since December 2021. Katie has a Series 63, Series 65, and Series 7TO registrations. Katie is registered in Minnesota and Wisconsin.

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ADVISOR BIO

Katie Marie wood McDonald is a licensed financial advisor with U.s. Bancorp Investments, Inc. Katie has been in the industry since 2016 and holds a Series 63, Series 79 and SIE licenses. Katie has been registered in Wisconsin since 2016. The firm's main office is located in Saint Paul, Minnesota and U.s. Bancorp Investments, Inc. has over $10 billion in assets under management. Katie is currently located at the firm's Milwaukee office.

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ADVISOR BIO

Katie Ann Murphy is a registered investment advisor representative with Ellenbecker Investment Group. Katie Ann Murphy is licensed in Wisconsin and has been in the industry since 2007. Katie Ann Murphy specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and charitable organizations.

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ADVISOR BIO

Katie Jane Schmidt is a financial advisor with Edward Jones. Katie has been in the industry since 2015. Katie is registered to provide investment advice in 22 states and the District of Columbia. Katie specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Edward Jones has a strong reputation for providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS