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Katie Robbins, Financial Advisor

FINANCIAL ADVISOR
Katie Robbins

CFP®, AAMS™
2424 Monetary Blvd #204, Hudson, WI 54016opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Corporate Executives
  • Entrepreneurs & Business Owners

About Katie

Making wise, informed financial decisions can feel overwhelming — especially during major life changes like retirement, losing a loved one or an unexpected windfall. That’s why I became a financial advisor with Edward Jones: to provide clarity, support and personalized strategies that make sense for you. I provide education without judgment and work alongside you to create goal-specific wealth strategies.

I provide in-depth financial strategies for individuals and families looking to build a secure, multi-generational legacy. Whether preparing for retirement, considering the future needs of your children and grandchildren, or adjusting to a new financial reality, I’ll guide you every step...

Work History

  • Edward JonesAugust 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ashford UnversityBachelor of Arts

Personal Interests

  • Community Outreach
  • Traveling
  • Gardening
  • Painting
  • Crafts

Team Members

  • Amy Crabtree
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(715) 338-3060

Fax

(844) 764-9261

Office Address

2424 Monetary Blvd #204
Hudson, WI 54016opens in a new window

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