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Katie P
Series 65
Saint George, UT
AE Wealth Management, LLC
Katie Prosser is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. Her career includes roles at Scott-Prosser Financial Group, APO Financial Services, Horter Investment Management, and Eric Scott Financial. In addition to her advisory work, she is an insurance producer with Scott Insurance, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.
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