Katelyn Quinn Bombardiere
Investment adviser representative at Truepoint, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.4BFirm 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 assetsFixed 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
17 years in the industry.
- Truepoint, Inc.Apr 2021 to now
- Kooman & AssociatesJul 2020 to Mar 2021
- Mariner Wealth AdvisorsAug 2018 to Jun 2020
- Lenox Wealth ManagementOct 2017 to Jul 2018
- River Cities Capital FundsMay 2017 to Oct 2017
- The Kitchen Next DoorJul 2016 to May 2017
- Full-time StudentAug 2009 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
Truepoint, Inc.
$6.4BAssets managed
1,934Clients
40Advisers
40 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
- 6495330
- Firm CRD
- 105664