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Katelyn Mae Remsburg

Btc Financial Management Co.

Lamoni, IA

Bethany, MO

CRD 6947920

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Employer firm

Btc Financial Management Co. CRD 170305

$39.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Btc Financial Management Co.

3606 Miller Street, Bethany, MO 64424 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-30
  • IA RA
    APPROVED
    Since 2025-09-30

Branch Locations

2090 E Main St., Lamoni, IA 50140 • United States

3606 Miller Street, Bethany, MO 64424 • 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
Td Ameritrade, Inc. Omaha NE 01/2020 04/2023
Farm Bureau Financial Services Neola IA 05/2018 12/2019
Student Council Bluffs IA 08/2017 05/2018
Twin Lakes Bible Camp Manson IA 05/2015 08/2017
Charles Schwab & Co., Inc. Omaha NE 04/2023 07/2025
Btc Financial Management Co. Lamoni MO 09/2025 Present
  • 01/2020 → 04/2023
    Td Ameritrade, Inc.
    Omaha, NE
  • 05/2018 → 12/2019
    Farm Bureau Financial Services
    Neola, IA
  • 08/2017 → 05/2018
    Student
    Council Bluffs, IA
  • 05/2015 → 08/2017
    Twin Lakes Bible Camp
    Manson, IA
  • 04/2023 → 07/2025
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 09/2025 → Present
    Btc Financial Management Co.
    Lamoni, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2020-07-06
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2020-07-06
Other Names
  • Katelyn Rickers
  • Katie Rickers
  • Katelyn Mae Rickers

View on SEC IAPD

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