Katelin Bartmann, financial advisor Weatherford OK
90 score

Katelin Bartmann

CRD Number: 6010722
Current Firm: Edward Jones

Katelin Bartmann (CRD# 6010722) is an Investment Advisor Representative working at Edward Jones in Weatherford, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edwad Jones St Louis, MO Jan 2012 - Current 4
Real Estate Professionals Stillwater, OK Aug 2008 - Jan 2012 3
Stay At Home Stillwater, OK Sep 2007 - Jul 2008 < 1
Stillwater Country Club Stilwater, OK May 2007 - Aug 2007 < 1
Oklahoma State University Stillwater, OK Aug 2003 - May 2007 3
Holiday Inn Stillwater, OK Aug 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Katelin S. Bartmann
Phone Number: 314-515-2000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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