Katelyn Marie Wehr
Investment adviser representative at Equitable Advisors, LLC
15 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Katelyn Marie Wehr? Claim your profile
Contact this firm
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
15 years in the industry.
- Equitable Advisors, LLCJul 2021 to now
- Stars and Stripes Apparel LLCMar 2021 to now
- Knees Up Events LLCJan 2019 to now
- Discover Lehigh ValleyJun 2019 to Aug 2019
- Cracker BarrelAug 2016 to Jul 2021
- Kutztown Area School DistrictJan 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7403067
- Firm CRD
- 6627