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Kate Vander Meulen

Edward Jones

Hartland, MI

CRD 6895991

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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
MI RA APPROVED 2018-05-01
  • MI RA
    APPROVED
    Since 2018-05-01

Branch Locations

3508 Avon St, Hartland, MI 48353 • 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 01/2018 Present
Webasto Thermo & Comfort North America Fenton MI 06/2017 01/2018
Nikon Metrology Brighton MI 10/2013 06/2017
Southern Lakes Parks & Recreation Fenton MI 01/2012 05/2017
  • 01/2018 → Present
    St Louis, MO
  • 06/2017 → 01/2018
    Webasto Thermo & Comfort North America
    Fenton, MI
  • 10/2013 → 06/2017
    Nikon Metrology
    Brighton, MI
  • 01/2012 → 05/2017
    Southern Lakes Parks & Recreation
    Fenton, MI
Other Businesses

Just Between Friends Ann Arbor- MOM TO MOM SALE Type of business: Mom to momsale event Ann Arbor, MI Start date: 9/23/2024 Paid Volunteer Hours per week: 5 Hours during trading: 5 Desc: ONLY FOUR TOTAL DAYS A YEAR- WEEKENDS- - Just a paid position to coordinate and sort volunteers for two days, usually weekend. Its a mom to mom sale and I shop it for my family, they just liked me enough to pay me twice a year for a total of 4 days.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-30
  • S66 Uniform Combined State Law Examination
    2018-04-30
Other Names
  • Katelyn Jean Mcintosh
  • Katelyn Jean Vander Meulen

View on SEC IAPD

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