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Katelin Elizabeth Mcsherry

Katelin E. Mcsherry

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 7048961
Katelin Elizabeth Mcsherry
Katelin Elizabeth Mcsherry

Professional summary

Katelin Elizabeth Mcsherry, CFP®, who also goes by Kate Mcsherry, was a registered financial advisor .

Katelin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Katelin had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Business Services
Education Funding
Financial Planning
Investment Management
Tax Planning
Retirement Planning

Aliases

Kate Mcsherry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Board of Directors; Stay Work Play Executive Committee; Treasurer; 235 Hanover St, #1, Manchester, NH, 03104; Investment-Related; 12/05/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisor; ; 262 South River Road, Suite 201, , Bedford, NH, 3110; Investment-Related; 02/02/2023; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

January 13, 2023 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Manchester, NH
Past

May 5, 2021 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 7/1/2021
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 5/5/2021
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 1/20/2021
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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