Katelyn M. Remsburg
Professional summary
Katelyn Mae Remsburg, who also goes by Katelyn Mae Rickers, Katelyn Rickers, Katie Rickers, is a registered financial advisor currently at BTC FINANCIAL MANAGEMENT CO. located in Lamoni, Iowa.
Katelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Katelyn has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, SIE, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katelyn Mae Remsburg's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2025 - Present
BTC FINANCIAL MANAGEMENT CO.
Office #1: 2090 E Main St., Lamoni, IA 50140April 21, 2023 - July 19, 2025
CHARLES SCHWAB & CO., INC.
June 25, 2020 - April 21, 2023
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2025)
Exams
Series 7TO
Date: 6/25/2020
General Securities Representative ExaminationCurrent Firm
BTC FINANCIAL MANAGEMENT CO.
CRD#: 170305 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 333 |
| AUM (Assets Under Management) | $ 38,546,309 |
Red Flags
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