Katelyn Karcz Smith

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 11/2020 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 05/2019 → 11/2020
  Associated Bank
  Green Bay, WI
• 05/2018 → 08/2018
  Merrill Lynch
  Green Bay, WI
• 05/2016 → 08/2017
  Diy Home Center
  Green Bay, WI
• 03/2016 → 05/2019
  Howies On La Crosse
  La Crosse, WI
• 09/2015 → 05/2019
  University Of Wisconsin La Crosse
  La Crosse, WI
• 06/2025 → Present
  Rbc Capital Markets, Llc
  Green Bay, WI

Other Businesses

I*2470266, Entity Type Entity Charitable, Name of OBA: American Cancer Society Address: PewaukeeWisconsin53072 Investment Related: No Position, Title, Association: Committee Employee Start Date:01/01/2025No Hours:1 weekly No Hours during trading:0 Duties:I am a member of the Executive Planning Committee for the American Cancer Society, Coaches vs. Cancer Gala event at Lambeau Field on June 25. I am helping to plan the event by picking out food, table arrangements and other details.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-27

Other Names

• Katelyn Karcz
• Katelyn Marie Karcz
• Katelyn Smith