Katie Keppler is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with TITLEIST ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 2025-02-18 | present | Yes |
| WEALTH MANAGEMENT ADVISORS, LLC | 2024-05-03 | 2024-11-25 | — |
| INDEPENDENT ADVISOR ALLIANCE, LLC | 2023-07-18 | 2024-04-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-12-02 | 2023-05-22 | — |