Katie Colberg, financial advisor Green Bay WI
89 score

Katie Colberg

CRD Number: 6237592
Current Firm: Lpl Financial LLC

Katie Colberg (CRD# 6237592) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Mutual Green Bay, WI Jun 2016 - Current < 1
Lpl Finanical LLC Green Bay, WI Jun 2016 - Current < 1
Associated Investment Services, Inc. Green Bay, WI Mar 2014 - Jun 2016 2
Associated Investment Services, Inc. Green Bay, WI Jan 2014 - Mar 2014 < 1
Edward Jones St. Louis, MO Aug 2013 - Dec 2013 < 1
Unemployed Suamico, WI Mar 2013 - Aug 2013 < 1
Asi Global Houston, TX May 2007 - Mar 2013 5
Asi Group Houston, TX Aug 2006 - May 2007 < 1
Air Security International Houston, TX Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Katie M. Colberg
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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