Katelyn Meuse (CRD# 7520859) is an Investment Advisor Representative working at Arete Wealth Strategists in Edina, MN and has 1 year of experience in the finance industry. Katelyn Meuse 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# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Arete Wealth Strategists | Denver, CO | Jan 2024 - Current | < 1 |
The Main Event | Thornton, CO | May 2023 - Current | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2023 - Jan 2024 | < 1 |
Northwestern Mutual Investment Services LLC | Lakewood, CO | Jan 2023 - Jan 2024 | 1 |
Chase Chaldekas | Lakewood, CO | Jan 2023 - Jan 2024 | 1 |
Austin Wagner | Lakewood, CO | Jan 2023 - Jan 2024 | 1 |
Uber Eats | Denver, CO | Mar 2023 - May 2023 | < 1 |
Chase Chaldekas | Lakewood, CO | Mar 2022 - Dec 2022 | < 1 |
Tifin | Boulder, CO | Dec 2021 - Feb 2022 | < 1 |
Segall Bryant And Hamill LLC | Denver, CO | Nov 2018 - Dec 2021 | 3 |
Crossmark | Plano, TX | Jun 2019 - Jul 2019 | < 1 |
Tmobile Usa Inc. | Thornton, CO | Nov 2013 - Nov 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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- MN
- TX
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Total Assets Under Management82MILLIONS
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Total Number of Accounts271ACCOUNTS
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Average Account Value$302,640
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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CA, CO, MN, TX
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