Katherine Whittelsey
Investment adviser representative at Quotient Wealth Partners, LLC
10 yearsExperience
2 statesRegistered in
$4.9BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Quotient Wealth Partners, LLCFeb 2026 to now
- Fidelity InvestmentsJun 2021 to Feb 2026
- First National Bank of OmahaSep 2020 to May 2021
- Nine Mile HealthMay 2020 to Sep 2020
- Creighton UniversityAug 2019 to May 2020
- Union PacificJun 2019 to Aug 2019
- Shea PropertiesMay 2019 to Jun 2019
- Creighton UniversityMay 2018 to May 2019
- Creighton University Heider College of BusinessAug 2017 to May 2018
- Regis Jesuit High School - Girl's DivisonJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 7403194
- Firm CRD
- 326819