Katherine Lynn Van Wyngarden

Current Employers

Atwood Financial Planning Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-20
WA	RA	APPROVED	2022-07-08

TX RA
APPROVED_RES

Since 2025-02-20
WA RA
APPROVED

Since 2022-07-08

Branch Locations

Pullman, WA • United States

Washington, DC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Presnell Gage, Pllc	Lewiston	ID	05/2009	10/2017
Specialty Insulation, Pllc	Spokane	WA	10/2017	02/2021
Wills & Associates, Pllc	Pullman	WA	01/2018	Present

05/2009 → 10/2017

Presnell Gage, Pllc

Lewiston, ID
10/2017 → 02/2021

Specialty Insulation, Pllc

Spokane, WA
01/2018 → Present

Wills & Associates, Pllc

Pullman, WA

Other Businesses

Kaybee Group, LLC. I am the single-member, started February 2021. Located at 1555 SW Lost Trail Dr. Pullman, WA 99163 The business is a blogging and social media presence, owning the website www.kaybeelives.com providing general financial information, wellness, and lifestyle management to readers. There is no one-on-one or specific investment provided. There is no relationship with any other businesses. I devote approximately 40 hours per month to this business, of those approximately 10 hours would be during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-15

S65 Uniform Investment Adviser Law Examination

2022-06-15

Other Names

Katie Lynn Van Wyngarden
Katherine Van Wyngarden

View on SEC IAPD