Katrina M Elbert

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-09-14
WI	RA	APPROVED	2021-09-10

Branch Locations

80 S 8Th St, Minneapolis, MN 55402 • United States

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Eau Claire	WI	11/2011	11/2016
Wells Fargo Clearing Services, Llc	Eau Claire	WI	11/2016	08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Eau Claire	WI	08/2021	Present

11/2011 → 11/2016

Wells Fargo Advisors, Llc

Eau Claire, WI
11/2016 → 08/2021

Wells Fargo Clearing Services, Llc

Eau Claire, WI
08/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eau Claire, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-31

Nearby Firms