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Katherine Whittelsey

Quotient Wealth Partners, LLC

Highlands Ranch, CO

Dallas, TX

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Current Employers
Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-07
TX RA APPROVED 2026-04-07
  • CO RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED
    Since 2026-04-07

Branch Locations

8744 Kendrick Castillo Way Suite 500, Highlands Ranch, CO 80129 • United States

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • 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
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 06/2021 11/2022
First National Bank Of Omaha Omaha NE 09/2020 05/2021
Nine Mile Health Greenwood Village CO 05/2020 09/2020
Union Pacific Omaha NE 06/2019 08/2019
Shea Properties Greenwood Village CO 05/2019 06/2019
Creighton University Heider College Of Business Omaha NE 08/2017 05/2018
Regis Jesuit High School - Girl's Divison Aurora CO 07/2016 08/2017
Creighton University Omaha NE 05/2018 05/2019
Creighton University Omaha NE 08/2019 05/2020
Fidelity Investments Greenwood Village CO 11/2022 02/2026
Quotient Wealth Partners, Llc Highlands Ranch CO 02/2026 Present
  • 06/2021 → 11/2022
    Fidelity Investments
    Greenwood Village, CO
  • 09/2020 → 05/2021
    First National Bank Of Omaha
    Omaha, NE
  • 05/2020 → 09/2020
    Nine Mile Health
    Greenwood Village, CO
  • 06/2019 → 08/2019
    Union Pacific
    Omaha, NE
  • 05/2019 → 06/2019
    Shea Properties
    Greenwood Village, CO
  • 08/2017 → 05/2018
    Creighton University Heider College Of Business
    Omaha, NE
  • 07/2016 → 08/2017
    Regis Jesuit High School - Girl's Divison
    Aurora, CO
  • 05/2018 → 05/2019
    Creighton University
    Omaha, NE
  • 08/2019 → 05/2020
    Creighton University
    Omaha, NE
  • 11/2022 → 02/2026
    Fidelity Investments
    Greenwood Village, CO
  • 02/2026 → Present
    Quotient Wealth Partners, Llc
    Highlands Ranch, CO
Previous Registrations
  • 2025-03-31 → 2026-02-13
    Strategic Advisers Llc
    Greenwood Village, CO
    Centennial, CO
    Boston, MA
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
S63 Uniform Securities Agent State Law Examination 2022-01-19
  • S66 Uniform Combined State Law Examination
    2022-09-30
  • S63 Uniform Securities Agent State Law Examination
    2022-01-19
Other Names
  • Katherine Susan Whittelsey
  • Katie Whittelsey
  • Katherine Whittelsey

View on SEC IAPD

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