Katie J. Aubart


Katie is a Paraplanner who works with wealth managers to help people identify their unique financial goals.  Katie strives to deliver excellent customer service with a professional and friendly attitude.  Katie holds an Accounting degree from Chippewa Valley Technical College as well as an Associate’s degree in Arts & Sciences from the University of Wisconsin – Barron County.  Katie lives in Chippewa Falls where she enjoys anything outdoors and spending time with her wonderful family and friends.

Education and Training

  • Series 7