Katelyn Nass
Investment adviser representative at Scs
11 yearsExperience
2 statesRegistered in
$1.9BFirm assets
5 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- ScsJun 2023 to now
- Alegria & Company P.S.Jan 2022 to Jun 2023
- Canyon River RanchJun 2021 to Oct 2022
- Roslyn Ridge Activity CenterJun 2020 to Oct 2020
- Central Washington UniversitySep 2019 to Jun 2023
- Cottage CafeApr 2019 to Jun 2020
- Dairy QueenJun 2018 to Jun 2019
- Cle Elum Roslyn High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Scs
Legal name: Bensler, LLC
$1.9BAssets managed
2,493Clients
32Advisers
5 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
- 7729460
- Firm CRD
- 310849