Katelyn I. Meuse
ARETE WEALTH STRATEGISTS
Denver, CO
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CRD#: 7520859
Professional summary
Katelyn Irene Meuse, CFP®, who also goes by Katelyn Meuse, Katelyn Irene Shorkey, Katelyn Shorkey, is a registered financial advisor currently at ARETE WEALTH STRATEGISTS located in Denver, Colorado.
Katelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Katelyn has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katelyn Meuse | Katelyn Irene Shorkey | Katelyn Shorkey
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.
MAIN EVENT not investment-related 580 E 144th Ave, Thornton, CO 80023 restaurant Server 05/17/2023 15 hours per week 0 hours during trading serve restaurant patrons Katelyn Meuse investment-related private residence in Denver, CO insurance sales Licensed Insurance Agent 11/04/2022 0 hours per week 0 hours during trading Not actively using license
CRS (Client Relationship Summary) - RIA
Click below to view Katelyn Irene Meuse's CRS (Customer Relationship Summary).
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®
Start date: 2021
Experience
Current
February 1, 2024 - Present
ARETE WEALTH STRATEGISTS
RIA
CRD#: 167297
Denver, CO
Past
March 21, 2023 - February 2, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LAKEWOOD, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARETE WEALTH STRATEGISTS
ARETE WEALTH STRATEGISTS | MURPHY, ASHLEY SPENCER | MURPHY, ASHLEY | ARETE WEALTH STRATEGISTS, LLC | ARETE WEALTH STRATEGISTS AUSTRALIA
CRD#: 167297 / SEC#: 801-133899
RIA
Registered Investment Advisory firm - (9/2/2025 Approved)California
Registered Investment Advisory firm - (10/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (9/9/2025 Terminated)Minnesota
Registered Investment Advisory firm - (9/10/2025 Terminated)Texas
Registered Investment Advisory firm - (9/9/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (11/27/2023 Terminated)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
Colorado(4/18/2024)
IAR
Texas(2/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
ARETE WEALTH STRATEGISTS
ARETE WEALTH STRATEGISTS | MURPHY, ASHLEY SPENCER | MURPHY, ASHLEY | ARETE WEALTH STRATEGISTS, LLC | ARETE WEALTH STRATEGISTS AUSTRALIA
CRD#: 167297 / SEC#: 801-133899
RIA
Registered Investment Advisory firm - (9/2/2025 Approved)California
Registered Investment Advisory firm - (10/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (9/9/2025 Terminated)Minnesota
Registered Investment Advisory firm - (9/10/2025 Terminated)Texas
Registered Investment Advisory firm - (9/9/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (11/27/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 Eagle St Level 6, Brisbane City, QLD 4000
Mailing Address
Phone number
(888) 544-3250
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 113,491,794 |
Red Flags
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