Advisor at BTC Financial Management Co.
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Location
Lamoni, IA 50140
Credentials
Series 63, Series 65
Industry experience
5 years
Katelyn Remsburg is a financial advisor at BTC Financial Management Co. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Farm Bureau Financial Services. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, and foundations. The firm’s investment approach is based on modern portfolio theory, utilizing globally diversified portfolios through fundamental security analysis, mutual funds, and ETFs.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: Negotiable
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,000 for retirement plan consulting services Fee-only: Retirement plan consulting fees may be fixed or asset-based (not to exceed 1.50% annually), negotiable
2090 E Main St.
Lamoni, IA 50140
Iowa
BTC Financial Management Co.
2025 - Present (1 year)
Charles Schwab
2023 - 2025 (2 years)
Td Ameritrade, Inc.
2020 - 2023 (3 years)
Farm Bureau Financial Services
2018 - 2019 (1 year)
Student
2017 - 2018 (1 year)
Twin Lakes Bible Camp
2015 - 2017 (2 years)
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