Katelin Suzanne Bartmann

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

• 01/2012 → Present
  Edwad Jones
  St Louis, MO

Other Businesses

Bartmann Properties LLC Type of business: Real Estate Weatherford, OK Start date: 1/2/2020 50% Owner Hours per week: 0 Hours during trading: 0 Maintain office, maintain Building, maintain land.*** Bartmann Management LLC Type of business: Management Company Weatherford, OK Start date: 1/2/2020 50% Owner Hours per week: 0 Hours during trading: 0 No responsibilities Bartmann Opportunity Zone Type of business: Real Estate Weatherford, OK Start date: 12/1/2021 1.25% Owner Hours per week: 0 Hours during trading: 0 No responsibilities Cloud 9 LLC Type of business: ownership in aircraft Weatherfor, OK Start date: 7/1/2021 partial owner Hours per week: 0 Hours during trading: 0 No responsibilities**** Weatherford Regional Hospital Foundation Board Weatherford, OK Start date: 1/3/2023 President Hours per week: 0 Hours during trading: 0 Vote on Hospital fund raisers and vote on ways to allocate funds that are raised for the foundation.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-24

Other Names

• Katelin Horsburgh
• Katie Suzanne Bartmann