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Katherine Elizabeth Then

Laurel Wealth Planning

Edina, MN

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Current Employers
Laurel Wealth Planning

3300 Edinborough Way Suite 790, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-09
  • MN RA
    APPROVED
    Since 2024-12-09

Branch Locations

3300 Edinborough Way Suite 790, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Laurel Wealth Planning Edina MN 11/2021 Present
Stevens Foster Financial Advisors Bloomington MN 05/2004 10/2021
  • 11/2021 → Present
    Laurel Wealth Planning
    Edina, MN
  • 05/2004 → 10/2021
    Stevens Foster Financial Advisors
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
Other Names
  • Katherine Elizabeth Vitko

View on SEC IAPD

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