Katie Junk
Investment adviser representative at Sweeney & Michel, LLC
14 yearsExperience
1 stateRegistered in
$752.6MFirm assets
8 yearsFirm in business
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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
14 years in the industry.
- Sweeney & Michel, LLCApr 2018 to now
- Sierra Central Credit UnionSep 2012 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sweeney & Michel, LLC
$752.6MAssets managed
688Clients
3Advisers
8 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
- 6942651
- Firm CRD
- 282595