Katie Lynne Mcpartland

CRD 5250576 · Wells Fargo Advisors · Bradenton, FL

IA RegisteredBroker

Also appears in the source record as: Katie L Beannger; Katie Lynne Bearinger; Katie L Mcpartland

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (32): Alabama · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (9)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Bradenton, FL · IA capacity

Jun 27, 2012 → present
Wells Fargo Clearing Services, LLCCurrent
Bradenton, FL · BC capacity

Jun 26, 2012 → present
Raymond James Financial Services Advisors, Inc
Santa Rosa Beach, FL · IA capacity

Sep 7, 2011 → Feb 3, 2012
Raymond James Financial Services, Inc.
Santa Rosa Beach, FL · BC capacity

Aug 8, 2011 → Feb 3, 2012
Uvest Financial Services Group, Inc.
Santa Rosa Beach, FL · IA capacity

Jun 25, 2010 → Aug 11, 2011
Uvest Financial Services Group, Inc.
Santa Rosa Beach, FL · BC capacity

May 18, 2010 → Aug 11, 2011
Morgan Stanley & Co. Incorporated
Cedar Rapids, IA · IA capacity

Apr 7, 2008 → Jun 25, 2008
Morgan Stanley & Co. Incorporated
Cedar Rapids, IA · BC capacity

Apr 7, 2008 → Jun 25, 2008
A. G. Edwards & Sons, Inc.
Cedar Rapids, IA · BC capacity

Oct 11, 2007 → Jan 3, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5250576 ↗ FINRA BrokerCheck record for CRD 5250576 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.