Katelynn WeberCRD 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.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|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|
Total Assets Under Management29,473MILLIONS
Total Number of Accounts76,965ACCOUNTS
Average Account Value$382,942
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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