Katie Junk is a registered investment advisor at Sweeney & Michel, LLC, based in Chico, CA, with 5 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 688 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sweeney & Michel offers investment management through bundled fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
Location
196 Cohasset Road, Suite 100, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katie is self-employed as an insurance agent since 2018, selling non-commissionable term life and disability insurance. She dedicates minimal time to this activity.
Employment History
Current Registrations
Sweeney & Michel, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.