Katelyn Irene Meuse
Investment adviser representative at Arete Wealth Strategists
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$133.7MFirm assets
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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
13 years in the industry.
- Arete Wealth StrategistsJan 2024 to now
- The Main EventMay 2023 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Jan 2024
- Uber EatsMar 2023 to May 2023
- Austin WagnerJan 2023 to Jan 2024
- Chase ChaldekasJan 2023 to Jan 2024
- Northwestern Mutual Investment Services LLCJan 2023 to Jan 2024
- Chase ChaldekasMar 2022 to Dec 2022
- TifinDec 2021 to Feb 2022
- CrossmarkJun 2019 to Jul 2019
- Segall Bryant and Hamill LLCNov 2018 to Dec 2021
- Tmobile USA IncNov 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Arete Wealth Strategists
Legal name: Arete Wealth Strategists, LLC
$133.7MAssets managed
98Clients
2Advisers
1 yearIn 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
- 7520859
- Firm CRD
- 167297