Katelynn Anne Powell
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- UnemployedOct 2024 to Jan 2025
- O2 Digital Creative AgencyApr 2023 to Nov 2024
- Innovare AiJun 2022 to Mar 2023
- Mcknight Realty PartnersSep 2021 to Jun 2022
- UnemployedAug 2021 to Sep 2021
- AmazonJun 2021 to Jul 2021
- UnemployedMay 2021 to Jun 2021
- Self EmployedJan 2021 to Dec 2023
- Loba ManeMay 2020 to Dec 2020
- Smeal College of BusinessMay 2019 to May 2021
- StarbucksMay 2019 to Aug 2019
- Ameriprise Financial Services, LLCMay 2018 to Aug 2018
- Forever 21May 2018 to Aug 2018
- The Pennsylvania State UniversityAug 2017 to May 2021
- Penn Trafford High SchoolJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6957778
- Firm CRD
- 6363