Katelyn
Whalen
Nfp Retirement Inc
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About this Advisor
Katelyn Whalen is a financial advisor based in Charlotte, North Carolina, working with Nfp Retirement Inc. Katelyn has previously held positions at Columbia Management Investment Distributors Inc, Sterling Capital Management LLC, Sterling Capital Distributors, Ameritas Life Insurance Corp, Ameritas Investment Company, LLC, Gwfs Equities, Inc, Nfp Retirement, and Kestra Investment Services, LLC. Katelyn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Georgia, Maryland, and North Carolina. Currently, Katelyn is part of Nfp Retirement Inc, which operates out of Charlotte, North Carolina. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Katelyn Whalen Work History
Nfp Retirement
Kestra Investement Services, LLC
Gwfs Equities, Inc
Ameritas Life Insurance Corp
Ameritas Investment Company, LLC
Sterling Capital Distributors
Sterling Capital Management LLC
Columbia Management Investment Distributors Inc
Disclosures
Please visit the SEC profile of Katelyn Whalen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
