Katelyn Harder (CRD# 6539912) is an Investment Advisor Representative working at Lsb Wealth Management in Des Moines, IA and has over 6 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Des Moines, IA | Jun 2021 - Current | 2 |
| Lpl Financial, LLC | Des Moines, IA | Jul 2021 - Dec 2022 | 1 |
| Mutual Of Omaha Investor Services | Des Moines, IA | Jul 2019 - Jun 2021 | 1 |
| Mutual Of Omaha Insurance Company | Des Moines, IA | Jul 2019 - Jun 2021 | 1 |
| Horace Mann Insurace Company | Springfield, IL | Nov 2016 - Jul 2019 | 2 |
| Horace Mann Investors Inc. | Springfield, IL | Nov 2016 - Jul 2019 | 2 |
| Horace Mann Insurace Company | Springfield, IL | Jun 2016 - Nov 2016 | < 1 |
| Horace Mann Insurace Company | Springfield, IL | Dec 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- IA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,435ACCOUNTS
-
Average Account Value$161,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, IA, IL, MN, TX
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