Katelyn
Nass
Scs
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About this Advisor
Katelyn Nass is a financial advisor based in Bellevue, Washington, working with Scs. Katelyn has previously held positions at Walter Strom Middle School, Dairy Queen, Cle Elum Roslyn High School, Cottage Cafe, Roslyn Ridge Activity Center, Canyon River Ranch, Alegria & Company P.S, Central Washington University, and Scs. Katelyn has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Katelyn is part of Scs, which operates out of Bellevue, Washington. The firm has 34 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Scs includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Scs Brokerage Details
$1,290,580,947
34
2,809
$459,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Katelyn Nass Work History
Scs
Scs
Scs
Alegria & Company P.S
Canyon River Ranch
Canyon River Ranch
Roslyn Ridge Activity Center
Cottage Cafe
Central Washington University
Dairy Queen
Cle Elum Roslyn High School
Walter Strom Middle School
Disclosures
Please visit the SEC profile of Katelyn Nass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scs
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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