Katie Marie Baillargeon

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

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

• 01/2022 → Present
  Vanguard Marketing Corporation
  Plano, TX
• 08/2020 → 12/2021
  Texas Tech University
  Lubbock, TX
• 09/2021 → 12/2021
  Kohls
  Lubbock, TX
• 01/2017 → 05/2021
  The Geneva Foundation
  Tacoma, WA
• 09/2014 → 12/2016
  University Of Washington - Tacoma
  Tacoma, WA
• 06/2016 → 09/2016
  Spring Leaf / One Main
  Tacoma, WA
• 01/2022 → Present
  The Vanguard Group, Inc.
  Plano, TX
• 04/2022 → Present
  Vanguard Advisers, Inc.
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Katie Baillargeon