Katie Ross (CRD# 6756372) is an Investment Advisor Representative working at Mcmahan Capital Management in Carmel, IN and has over 6 years of experience in the finance industry. Katie Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcmahan Capital Management | Carmel, IN | Jan 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Aug 2021 - Jan 2024 | 2 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis, IN | Aug 2021 - Jan 2024 | 2 |
| Bkd Wealth Advisors | Indianapolis, IN | Nov 2019 - Aug 2021 | 1 |
| Charles Schwab Bank | Minneapolis, MN | Apr 2018 - Nov 2019 | 1 |
| Charles Schwab & Company, Inc. | Minneapolis, MN | Feb 2017 - Nov 2019 | 2 |
| F.a. Wilhelm Construction | Indianapolis, IN | Jan 2016 - Feb 2017 | 1 |
| Rsq Fire Protection | Indianapolis, IN | May 2015 - Jan 2016 | < 1 |
| Indiana State University | Terre Haute, IN | Aug 2014 - May 2015 | < 1 |
| Indianapolis Zoo | Indianapolis, IN | Jan 2015 - Apr 2015 | < 1 |
| Aqua Guard Management | Aurora, IL | May 2014 - Aug 2014 | < 1 |
| Indiana State University | Terre Haute, IN | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CA
- IN
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$3,138,167
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, IN
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