Katie Mcpartland is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bradenton, FL, with 16 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1510 Cortez Rd W, Bradenton, FL, 34207
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katie co-owns 5 Star Paroperty Maintenance & Pressure Washing LLC, dedicating about a quarter of her time to bookkeeping. Katie also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas Cosinuke, ChFCWells Fargo Advisors
- Jeffrey Lashway, CFPWells Fargo Advisors
- Michael Neill, CFAMarathon Financial Group
- Jonathan Rissler, CFPEdward Jones
- Anthony Hueston, CFPFinancial Trust Asset Management Chartered
- David Appleby, ChFCAssurity Wealth Management