Katherine Marie Williams

Current Employers

Employment History

• 02/2011 → Present
  Lpl Financial Llc
  Wayzata, MN

Other Businesses

1. 01/25/2011 - Coach/sports - NOT INV REL - $ TIME SPENT - Highschool Gymnastics Judge for Dec, Jan, and Feb for each year 2. 03/17/2011 - Classic Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 11/30/2015 - NO BUSINESS NAME - INV REL - 305 Minnetonka Ave S #180 Wayzata, MN 55391 - Non-Variable Insurance-comissison trails only - START 11/09/2015 - 1 HOUR PER MONTH DURING TRADING 4. 02/14/2019 - Classic Financial Services - Investment related - At reported business location(s) - Other - Dave Ramsey Financial Coach - start date:03/01/2019 - 20 hrs/mo - 10 hours during trading - Classic Financial Services - Dave Ramsey Financial Coach. 5. 10/07/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/07/2019 - 1 hr/mo - 1 hr during trading. 6. 04/06/2022 - Classic Financial Coaching - Not Investment Related - At Reported Business Location(s) - Other-Financial Education Courses - Creator - Start Date: 02/21/2022 - 20 Hours Per Month/20 Hours During Securities Trading - Creator and owner of financial education content for the low to middle income earners. 7. 04/10/2024 - Instacart - Non-Inv Related - Maple Grove, MN - Other - Instacart Shopper - Started: 3/26/2024 - 10 Hrs/Mo; 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-26
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Katherine Marie Williams
• Katie Marie Williams
• Katherine Marie Williams