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Joseph K
Series 66
Des Moines, IA
Private Advisor Group, LLC
Joseph Katelman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 credential. He has 10 years of industry experience, including prior roles at UBS Financial Services Inc. and LPL Financial, LLC. Katelman is based in Des Moines, IA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines direct portfolio management with access to third-party managers and utilizes multiple investment strategies supported by technology platforms.
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