Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Saint Charles
1yr
Katelyn Wright
Financial advisor at DHJJ Financial Advisors
Based in Saint Charles, Illinois, Katelyn Wright is a financial advisor with 1 year of industry experience. Katelyn has been with DHJJ Financial Advisors since 2025. Katelyn holds the CFP® designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeSaint Charles, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.47 million
Advisors at the firm7
States licensed ?1 state
Services through DHJJ Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2025 – nowDHJJ Financial AdvisorsCurrent firm
Questions to ask Katelyn
Tailored to Katelyn’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Katelyn
How do I contact Katelyn?
Call DHJJ Financial Advisors at 630-420-1360 and ask for Katelyn Wright. Katelyn works from the Saint Charles, IL office.
How long has Katelyn been a financial advisor?
Katelyn has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Katelyn hold?
No exams are listed on the official record.
Is Katelyn a fiduciary?
Katelyn is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Katelyn paid?
DHJJ Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Katelyn 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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