Katie Lynn Thieman

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

• 09/1998 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

ENGLER 2008 CAMPAIGN COMMITTEE ADDLEMAN HERITAGE FARM Type of business: LAND Archie, MO Start date: 2/9/2021 OWNER Hours per week: 0 Hours during trading: 0 Passive owner. Addleman Heritage Farm Type of business: LAND Archie, MO Start date: 2/09/2021 TRUSTEE Hours per week: 0 Hours during trading: 0 Passive Owner Addleman Heritage Farm Type of business: Farm Archie, MO Start date: 12/27/2012 TRUSTEE Hours per week: 0 Hours during trading: 0 Passive owner. BKBA LLC Type of business: LLC Springfield, MO Start date: 12/5/2019 Member Hours per week: 0 Hours during trading: 0 I purchased my office space. Set up LLC for Jones to pay rent into and me to pay mortgage out of. BKBA LLC Type of business: RENTAL CONDO Rogersville, MO Start date: 10/2/2020 MEMBER Hours per week: 0 Hours during trading: 0 Maintain property. BKBA LLC Type of business: LLC Rogersville, MO Start date: 12/5/2019 Member Hours per week: 0 Hours during trading: 0 Maintain commercial rental property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Katie Lynn Addleman