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Katie Jo Ross

Mcmahan Capital Management

Carmel, IN

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Current Employers
Mcmahan Capital Management

316 West Main Street, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-04
IN RA APPROVED 2024-02-04
  • CA RA
    APPROVED
    Since 2024-02-04
  • IN RA
    APPROVED
    Since 2024-02-04

Branch Locations

316 West Main Street, Carmel, IN 46032 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Minneapolis MN 02/2017 11/2019
F.A. Wilhelm Construction Indianapolis IN 01/2016 02/2017
Charles Schwab Bank Minneapolis MN 04/2018 11/2019
Bkd Wealth Advisors Indianapolis IN 11/2019 08/2021
Charles Schwab & Co., Inc Indianapolis IN 08/2021 01/2024
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 08/2021 01/2024
Mcmahan Capital Management Carmel IN 01/2024 Present
  • 02/2017 → 11/2019
    Charles Schwab & Co., Inc
    Minneapolis, MN
  • 01/2016 → 02/2017
    F.A. Wilhelm Construction
    Indianapolis, IN
  • 04/2018 → 11/2019
    Charles Schwab Bank
    Minneapolis, MN
  • 11/2019 → 08/2021
    Bkd Wealth Advisors
    Indianapolis, IN
  • 08/2021 → 01/2024
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 08/2021 → 01/2024
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 01/2024 → Present
    Mcmahan Capital Management
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-12
  • S66 Uniform Combined State Law Examination
    2017-07-12
Designations
Other Names
  • Katie J Ross
  • Katie Jo Monaghan

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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