Katherine Miller Kellen

Employer firm

The Huntington Investment Company CRD 16986

$7.89B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Denver, CO
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 08/2022 → 02/2024
  The Huntington National Bank
  Denver, CO
• 08/2022 → 02/2024
  The Huntington Investment Company
  Columbus, OH
• 02/2024 → Present
  The Huntington Investment Company
  Columbus, OH
• 02/2024 → Present
  Huntington National Bank
  Denver, CO

Previous Registrations

• 2011-01-03 → 2022-07-27
  Wells Fargo Clearing Services, Llc
  Denver, CO
  Minneapolis, MN
  Minneapolis, MN
  Tarpon Springs, FL
• 2002-03-26 → 2011-01-03
  Wells Fargo Investments, Llc
  Denver, CO
  Denver, CO
  Denver, CO

Other Businesses

NAME: Rental Property POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 5053 Snowshoe Lane #A Vail CO 801657 DESCRIPTION: short term rental of secondary home via third party rental company (Vacasa). Might be only high season rental opportunities- 6-12 times a year. NAME: Rental Property POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2024 ADDRESS: 9232 E. Whitehorn Circle, Scottsdale, AZ 85266 DESCRIPTION: rental will be managed by a third party. NAME: Lotus Network POSITION: Board member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 10/1/2025 ADDRESS: 77 Charlou Circle Cherry Hills Village, CO 80111 DESCRIPTION: attend monthly board meetings, help set strategic vision, attend a community to empower and connect women. 3 year term

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-07
• S66 Uniform Combined State Law Examination
  2002-02-20

Designations

• Certified Financial Planner

Other Names

• Katie Miller
• Katherine Allen Miller
• Katie Kellen