Katie Ann Helmstadter

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2016-10-03

WI RA
APPROVED

Since 2016-10-03

Branch Locations

Merrill, WI • United States

109B S Center Ave, Merrill, WI 54452-1237 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2016	Present
Pagels Destination	Athens	WI	09/2015	Present

05/2016 → Present

Edward Jones

St Louis, MO
09/2015 → Present

Pagels Destination

Athens, WI

Other Businesses

Pagles Destination Type of business: Restaurant Athens, WI Start date: 9/1/2015 Bartender Hours per week: 0 Hours during trading: 0 Bartending, Waitressing and cleaning Land Rental Merrill, WI Start date: 1/1/2021 Owner Hours per week: 1 Hours during trading: 0 Bookkeeping and filing taxes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-07-26

S66 Uniform Combined State Law Examination

2016-07-26

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD