Katelynn Anne Powell

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Ameriprise Financial Services, Llc
  Monroeville, PA
• 10/2024 → 01/2025
  Unemployed
  Irwin, PA
• 04/2023 → 11/2024
  O2 Digital Creative Agency
  Aliquippa, PA
• 06/2022 → 03/2023
  Innovare Ai
  Sunnyvale, CA
• 09/2021 → 06/2022
  Mcknight Realty Partners
  Pittsburgh, PA
• 05/2019 → 05/2021
  Smeal College Of Business
  University Park, PA
• 05/2020 → 12/2020
  Loba Mane
  State College, PA
• 05/2019 → 08/2019
  Starbucks
  University Park, PA
• 08/2017 → 05/2021
  The Pennsylvania State University
  University Park, PA
• 05/2018 → 08/2018
  Ameriprise Financial Services, Llc
  Monroeville, PA
• 05/2018 → 08/2018
  Forever 21
  Monroeville, PA
• 01/2015 → 08/2017
  Penn Trafford High School
  Harrison City, PA
• 01/2021 → 12/2023
  Self Employed
  Irwin, PA
• 06/2021 → 07/2021
  Amazon
  Charlotte, NC
• 05/2021 → 06/2021
  Unemployed
  Harrison City, PA
• 08/2021 → 09/2021
  Unemployed
  Monroeville, PA

Other Businesses

Business Ownership; The OnCue Collective; Co-owner; We have not yet registered the business and acquired an official address for the business, but plan to if these activities are approved from Ameriprise. The business is a Musical Theater Workshop Business. Hosting musical theater workshops for kids on weekends for a flat fee. We do not yet have a place of business- the online work is happening at my address, as well as at the place we will rent for a few days at a time. (The Lamp Theater - 222 Main St, Irwin PA 15642); 712 Pennsylvania Ave, , Irwin, PA, 15642-3625; Not Investment-Related; 08/01/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-30

Other Names

• Katelynn A Powell
• Katelynn Powell