Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Katie Bennett, financial advisor Auburn Hills MI
88 score

Katie Bennett

CRD Number: 6209096
Current Firm: Mkd Wealth Coaches

Katie Bennett (CRD# 6209096) is an Investment Advisor Representative working at Mkd Wealth Coaches in Auburn Hills, MI and has over 2 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Auburn Hills MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Similar Advisors
James Carnaghi, financial advisor Auburn Hills MI
James R. Carnaghi
CRD# 6431871
Similar Advisors
Ryan Fedricks, financial advisor Auburn Hills MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Company Name Location Dates Years
Mkd Wealth Coaches Auburn Hills, MI Dec 2012 - Current 3
Bennett Asphalt Paving Inc. Troy, MI Apr 2011 - Nov 2012 1
Walsh College Troy, MI Sep 2011 - Sep 2012 1
Oakland Community College Auburn Hills, MI Aug 2008 - May 2011 2
Total Lawn Care Lapeer, MI Jun 2008 - Oct 2008 < 1
The Flower Basket Columbiaville, MI Oct 2006 - May 2008 1
North Branch High School North Branch, MI Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Katie L. Bennett
Phone Number: 248-418-5100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Katie Bennett and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.