Katelynn Weber, financial advisor Denver CO

Katelynn Weber

CRD Number: 6518660
Current Firm: Goldman Sachs Personal Financial Management

Katelynn Weber (CRD# 6518660) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Adviser Newport Beach, CA Jun 2017 - Current 4
Janus Management Holdings Corp Denver, CO Jun 2015 - Jun 2017 2
Janus Distributors LLC Denver, CO Jun 2015 - Jun 2017 2
University Of Idaho, Engineering Outreach Moscow, ID Jan 2014 - Jun 2015 1
University Of Idaho Moscow, ID Jul 2013 - Jan 2014 < 1
Whitetail Golf Club Mccall, ID May 2013 - Jul 2013 < 1
University Of Idaho Moscow, ID Jul 2012 - May 2013 < 1
Spokane Country Club Spokane, WA May 2012 - Jul 2012 < 1
University Of Idaho Moscow, ID Jul 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Katelynn Weber
Phone Number: 949-999-8500
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    29,473
    MILLIONS
  • Total Number of Accounts
    76,965
    ACCOUNTS
  • Average Account Value
    $382,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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