Katelyn Whalen is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | 2021-10-19 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2021-07-20 | 2021-10-04 | — |
| AMERITAS INVESTMENT COMPANY, LLC | 2020-02-12 | 2021-07-09 | — |
| STERLING CAPITAL MANAGEMENT LLC | 2017-02-01 | 2019-11-07 | — |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 2014-03-04 | 2016-12-01 | — |