Katie Helmstadter is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Merrill, WI, with 10 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
109B S Center Ave, Merrill, WI, 54452-1237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katie works as a bartender, waitress, and cleaner at Pagles Destination, a restaurant in Athens, WI, since 2015. She also owns land for rental in Merrill, WI, since 2021, and handles bookkeeping and tax filing for it.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations5 states
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