Wells Fargo Advisors
37yrs
Top 6% by experience nationwide
22yrs
Catherine Adele Kipling
Financial advisor at Kipling &
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in New Mexico
OfficeSandia Park, NM
FirmKipling &
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Kipling &
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2015 – nowKipling & Co.Current firm
- 2013 – 2015Invest Financial CorporationPreviously
- 2006 – 2013D.a. Davidson & Co.Previously
- Apr 2005 – Feb 2006Securian Financial Services, Inc.Previously
Questions to ask Catherine
Tailored to Catherine’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Catherine
How do I contact Catherine?
Call Kipling & at 406-552-8944 and ask for Catherine Adele Kipling. Catherine works from the Sandia Park, NM office.
How long has Catherine been a financial advisor?
Catherine has been in the industry since 2005, about 22 years. More experience than 66% of advisors in New Mexico.
What licenses does Catherine hold?
Series 66. Tap any license on this page to see what it allows.
Is Catherine a fiduciary?
Catherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Catherine paid?
Kipling & reports being paid by a percentage of the assets they manage, hourly fees. Ask Catherine for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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