Katherine L Wohlfeil

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2008 → 04/2019
  Edward Jones Investments
  Bay City, MI
• 05/2013 → 07/2018
  Unemployed
  Freeland, MI

Other Businesses

Trinity Monitor Lutheran School Type: Date: 05/01/19 Title: School Board President Trad Hrs: 0 Tot Hrs: 0 Desc: Discuss matters pertaining to the operations and finances of the school City-State: Bay City MI ****** "Wohlfeil Properties Type: LLC Date: 12/21/22 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Manage building maintenance City-State: Freeland MI"

Exams

• S66 Uniform Combined State Law Examination
  2019-06-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Katherine L Mcguire
• Katherine Lugene Wohlfeil