# Katelyn Whalen

Katelyn Whalen is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2021-10-19 | present | Yes |
| [EMPOWER ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/112058) | 2021-07-20 | 2021-10-04 | — |
| [AMERITAS INVESTMENT COMPANY, LLC](https://search.stillhousedata.com/firm/14869) | 2020-02-12 | 2021-07-09 | — |
| [STERLING CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/135405) | 2017-02-01 | 2019-11-07 | — |
| [COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC](https://search.stillhousedata.com/firm/108257) | 2014-03-04 | 2016-12-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5858638)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5858638.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.