Katie Weibel

Employer firm

Silver Grove Advisory Services CRD 287512

$454M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RETIREMENT PLAN CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/2015 → 08/2017
  Lpl Financial Llc
  Amherst, NY
• 03/2017 → Present
  Silver Grove Advisory Services
  Amherst, NY
• 10/2015 → Present
  Lpl Financial Llc
  Amherst, NY

Previous Registrations

• 2012-01-25 → 2015-10-15
  M&T Securities, Inc.
  Seaford, DE
  Delmar, DE
  Georgetown, DE
  Laurel, DE
  Lewes, DE
  Milford, DE
  Seaford, DE
  Milford, DE
  Wilmington, DE
  Laurel, DE
  Wilmington, DE
  Cheektowaga, NY
  Williamsville, NY
  Williamsville, NY
  Buffalo, NY
  Amherst, NY
  Cheektowaga, NY
  Snyder, NY
  Williamsville, NY
• 2006-11-01 → 2010-05-07
  M&T Securities, Inc.
  Cheektowaga, NY
  Chester, MD
  Salisbury, MD
  Denton, MD
  Millsboro, DE

Other Businesses

1. 11/10/2015 - Silver Grove Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2015 - 10 Hours Per Month During Securities Trading. 2. 4/6/2017 - Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/01/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Silver Grove Advisory Services Inc, an investment advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 04/19/2022 - Haven Financial Planning LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/06/2022 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-31
• S63 Uniform Securities Agent State Law Examination
  2005-11-08

Designations

• Certified Financial Planner

Other Names

• Katie Jean Macdonell
• Katie Macdonell
• Katie Jean Weibel