Katie Atkinson

Advisor at Edward Jones

Updated today

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Firm

Edward Jones

Location

Battle Creek, MI 49015

Credentials

Series 66

Industry experience

2 years

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning ESG / Sustainable investing

Occupation focus

Military & Veterans Founder/Business Owner

Demographic focus

Newlywed/Engaged Young Families

Work history

Edward Jones

2023 - Present (3 years)

Edward Jones

2022 - 2023 (1 year)

Hca

2021 - 2022 (1 year)

Grace Health

2017 - 2021 (4 years)

Unemployed

2017 - 2017 (1 year)

Firekeepers Casino and Hotel

2016 - 2017 (1 year)

Cheddars

2016 - 2016 (1 year)

Disclosures

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