Katie Keppler
Investment adviser representative at Titleist Asset Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Titleist Asset Management, LLCFeb 2025 to now
- Titleist Capital, LLCFeb 2025 to now
- Wealth Management Advisors, LLC.May 2024 to Jan 2025
- Harwood Wealth ManagementJun 2023 to Apr 2024
- Merrill LynchFeb 2016 to May 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6158525
- Firm CRD
- 323567