Katelyn Marie Matsuda

Current Employers

Employment History

• 04/2022 → 07/2023
  Wells Fargo Clearing Services, Llc
  Bozeman, MT
• 04/2016 → 07/2023
  Wells Fargo Bank, Na
  Bozeman, MT
• 08/2023 → 12/2023
  Homemaking
  Martinsdale, MT
• 01/2024 → 01/2025
  Granite Peak Communications Llc
  Martinsdale, MT
• 01/2025 → 04/2025
  Homemaking
  Martinsdale, MT
• 04/2025 → 08/2025
  Allstate Insurance Co
  Northbrook, IL
• 04/2025 → 08/2025
  Allstate Financial Services, Llc
  Lincoln, NE
• 04/2025 → 08/2025
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 08/2023 → Present
  Diamond T K Llc
  Martinsdale, MT
• 08/2023 → Present
  Diamond T K Llc
  Livingston, MT
• 07/2025 → 01/2026
  Counterpoint Inc.
  Livingston, MT
• 01/2026 → Present
  Lpl Financial
  Livingston, MT
• 09/2025 → 01/2026
  Mountain Tracks Llc
  Livingston, MT
• 01/2026 → Present
  First Interstate Bank
  Livingston, MT

Previous Registrations

• 2025-05-05 → 2025-08-07
  Allstate Financial Advisors, Llc
  Bozeman, MT
• 2023-05-03 → 2023-07-25
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Bozeman, MT

Other Businesses

1.01/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Investment Services; Investment Related; at Reported Business Location(s); Start Date 01/12/2026; 160hrs/mth; 160hrs during trading 2.01/28/2026; Diamond T K LLC; Business Owner; Not Investment Related; Livingston,MT; Start Date 08/11/2023; 2hrs/mth; 0hrs during trading 3.08/20/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Digital Wealth Services; Investment Related; at Reported Business Location(s); Start Date 01/12/2026; 160hrs/mth; 160hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-20
• S63 Uniform Securities Agent State Law Examination
  2023-02-21

Other Names

• Katelyn M Lounder
• Katelyn M Matsuda
• Katelyn Marie Lounder