Ameriprise Financial Services
42yrs
Top advisor by experience in Hollidaysburg
9yrs
Katlin Webb
Financial advisor at Ameriprise Financial Services
Katlin Webb has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Hollidaysburg, Pennsylvania. Katlin has been with Ameriprise Financial Services since 2025; before that, Katlin spent seven years at Edward Jones. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Hollidaysburg, and one of 18 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office601 Hawthorne Dr Suite 201, Hollidaysburg, PA 16648
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- 2017 – 2025Edward JonesPreviously
Contact Katlin
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Katlin. 601 Hawthorne Dr Suite 201Hollidaysburg, PA 16648Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Katlin
Tailored to Katlin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Katlin
How do I contact Katlin?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Katlin Webb. Katlin works from the Hollidaysburg, PA office.
How long has Katlin been a financial advisor?
Katlin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Katlin hold?
Series 66. Tap any license on this page to see what it allows.
Is Katlin a fiduciary?
Katlin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katlin paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Katlin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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