Katelyn Erchick

Current Employers

Employment History

• 08/2023 → 08/2025
  Brookstone Wealth Advisors
  Wheaton, IL
• 02/2012 → 05/2026
  Professional Planning Services
  Cream Ridge, NJ
• 08/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2023-08-11 → 2025-08-15
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
  Avondale, PA

Other Businesses

1) Beneficiary Liquidity Plan; not investment related; business conducted from home office at 942 Aringa Way, Avondale, PA 19311; contracted to sell whole life for commissions paired with irrevocable trust for funeral expenses; contracted in 2022 but have not done business yet; 0 hours per month 2) LINQQS; not investment related; business conducted from home office at 942 Aringa Way, Avondale, PA 19311; representative assisting business owners in applying for the ERC; 9/2022 start; business varies but about 2-5 hours per month; 2-5 hours per month during securities trading times 3) ETSY Seller; not investment related; business conducted from home at 942 Aringa Way, Avondale, PA 19311; creates/designs tshirts and other items to sell on the platform; 2022 start; 2-5 hours per month; 0 hours during securities trading times 4) AdvisErchick LLC; investment related; business conducted from home office at 942 Aringa Way, Avondale, PA 19311; owner of financial planning LLC; 10 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-03

Other Names

• Katelyn Mccormack