Katelyn Diane Coutee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 08/2013 → 02/2017
  T Rowe Price
  Colorado Springs, CO
• 02/2017 → 05/2018
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 02/2017 → 05/2018
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 05/2018
  Usaa Investment Management Company
  San Antonio, TX
• 05/2018 → 09/2024
  Ent Credit Union
  Colorado Springs, CO
• 05/2018 → 09/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2024 → Present
  Ent Credit Union
  Colorado Springs, CO
• 05/2025 → Present
  Lpl Financial Llc
  Colorado Springs, CO

Previous Registrations

• 2018-05-07 → 2025-05-15
  Cuso Financial Services, L.P.
  Colorado Springs, CO
  Colorado Springs, CO
• 2018-01-08 → 2018-05-08
  Usaa Investment Services Company
  San Antonio, TX
• 2017-08-25 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

1. 05/15/2025- ENT investment services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-23
• S63 Uniform Securities Agent State Law Examination
  2016-06-01