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Katie Christianson

Edward Jones

De Forest, WI

CRD 6783724

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-08-30
  • WI RA
    APPROVED
    Since 2017-08-30

Branch Locations

132 West Holum Street, De Forest, WI 53532 • 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
Edward Jones St Louis MO 05/2017 Present
Beckett Tax And Accounting, Llc Madison WI 01/2014 04/2017
Magna Publications Madison WI 11/2011 01/2017
  • 05/2017 → Present
    St Louis, MO
  • 01/2014 → 04/2017
    Beckett Tax And Accounting, Llc
    Madison, WI
  • 11/2011 → 01/2017
    Magna Publications
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-01
  • S66 Uniform Combined State Law Examination
    2017-07-01
Other Names
  • Katie Marie Brandt
  • Katie Marie Christianson

View on SEC IAPD

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