Katie Ogden (CRD# 5438820) is an Investment Advisor Representative working at Principal Securities, Inc. in Laramie, WY and has over 9 years of experience in the finance industry.
CRD# 6366201
Wealth Design Consulting, LLC
CRD# 4073366
Wealth Design Consulting, LLC
CRD# 6366167
Wealth Design Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Laramie, WY | Sep 2023 - Current | < 1 |
| Principal Securities Inc. | Laramie, WY | Sep 2023 - Current | < 1 |
| Wildcatter Wealth Management | Laramie, WY | Sep 2023 - Current | < 1 |
| Lpl Financial, LLC | Laramie, WY | May 2020 - Sep 2023 | 3 |
| Bancwest Investment Services, Inc. | Laramie, WY | Apr 2017 - Apr 2020 | 3 |
| Bank Of The West | Laramie, WY | Apr 2017 - Apr 2020 | 3 |
| Nylife Securities LLC | Casper, WY | Oct 2014 - Apr 2017 | 2 |
| New York Life Insurance Company | Casper, WY | Feb 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- WY
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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