Katie Whalen

Private Wealth Advisor, Managing Director at Ameriprise Financial

Katie Whalen, CRPC®, is a seasoned financial professional currently serving as Vice President and Financial Advisor at Ameriprise Financial Services, LLC since January 2025. Previously, Katie held multiple roles at Ameriprise Financial Services, Inc., including Branch Manager and Financial Advisor from June 2011 to October 2024, as well as positions such as Associate Branch Manager, Regional Sales Manager, and Business Development Consultant. Katie is an alumna of the University of Minnesota and holds a California Insurance License (CA INS #: 0L86318).

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