Katelyn L. Palone
Professional summary
Katelyn L Palone, who also goes by Kate Palone, is a registered financial advisor currently at INSIGHT, CORP. located in Boulder, Colorado.
Katelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Katelyn has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katelyn L Palone's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2026 - Present
INSIGHT, CORP.
Office #1: 4450 Arapahoe Ave Office 110, Boulder, CO 80303State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2026)
(2/27/2026)
Current Firm
INSIGHT, CORP.
CRD#: 311445 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 441 |
| AUM (Assets Under Management) | $ 98,960,012 |
Red Flags
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Company Information
INSIGHT, CORP.
CRD#: 311445Boulder, CO 80303TRUST BUT VERIFY
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