Katherine Danielle Staten-sneed
Investment adviser representative at Acumen Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$638.5MFirm assets
10 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
10 years in the industry.
- Acumen Wealth Advisors, LLCSep 2019 to now
- New York Life Insurance CompanyAug 2018 to Sep 2019
- Il PrimoJan 2017 to Dec 2018
- Ruby TuesdayJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
Acumen Wealth Advisors, LLC
$638.5MAssets managed
303Clients
12Advisers
10 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
- 7040832
- Firm CRD
- 282565