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RIA / WealthAdvisorCertified Financial Planner21 years in industry

KATIE WARD BREWER

Advisor at YOUR RICHEST LIFE

PLANO, TX

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Search this name across graphsid dfx:ria:26290fd0-0566-6d05-1d68-24a07e2df9e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: YOUR RICHEST LIFE
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 14, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 14, 2004
First registration: Jun 15, 2006
Dual registered: no
Other names: KATIE DEAUN WARD|KATIE DEAUN WARD
IAPD individual key: 4841855

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
YOUR RICHEST LIFE	State registered	Jul 18, 2014	n/a	yes	PLANO, TX	Current employment
LEARNVEST PLANNING SERVICES, LLC	Former SEC adviser	Jan 23, 2013	Mar 19, 2014	no	ROWLETT, TX	Previous registration
PLACEMARK INVESTMENTS, INC.	Former SEC adviser	Jan 17, 2012	Jan 4, 2013	no	ADDISON, TX	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Nov 1, 2010	Nov 14, 2011	no	IRVING, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 2, 2009	Nov 1, 2010	no	WYLIE, TX\|DALLAS, TX	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 6, 2009	Nov 2, 2009	no	Lewisville, TX	Previous registration
QUEST CAPITAL MANAGEMENT, INC.	Former SEC adviser	Jul 16, 2007	Nov 4, 2009	no	DALLAS, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 16, 2007	May 30, 2007	no	ADDISON, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jun 15, 2006	Dec 20, 2006	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEARNVEST PLANNING SERVICES, LLC	YOUR RICHEST LIFE	Mar 19, 2014	Jul 18, 2014	121	Firm change	Other
PLACEMARK INVESTMENTS, INC.	LEARNVEST PLANNING SERVICES, LLC	Jan 4, 2013	Jan 23, 2013	19	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	PLACEMARK INVESTMENTS, INC.	Nov 14, 2011	Jan 17, 2012	64	Firm change	Other
LPL FINANCIAL LLC	THRIVENT INVESTMENT MANAGEMENT INC.	Nov 1, 2010	Nov 1, 2010	0	Firm change	Other
QUEST CAPITAL MANAGEMENT, INC.	COMMONWEALTH FINANCIAL NETWORK	Nov 4, 2009	Jan 6, 2009	-302	Firm change after gap	Other
COMMONWEALTH FINANCIAL NETWORK	LPL FINANCIAL LLC	Nov 2, 2009	Nov 2, 2009	0	Firm change	Other
MML INVESTORS SERVICES, LLC	QUEST CAPITAL MANAGEMENT, INC.	May 30, 2007	Jul 16, 2007	47	Firm change	Other
OSAIC FA, INC.	MML INVESTORS SERVICES, LLC	Dec 20, 2006	Feb 16, 2007	58	Firm change	Other

Relationships

Registered with (9)

→ YOUR RICHEST LIFERegistered adviserregistration: current employment
Jul 18, 2014 to presentfactForm ADV
→ LEARNVEST PLANNING SERVICES, LLCRegistered adviserregistration: previous registration
Jan 23, 2013 to Mar 19, 2014factForm ADV
→ PLACEMARK INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 17, 2012 to Jan 4, 2013factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Nov 1, 2010 to Nov 14, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 2, 2009 to Nov 1, 2010factForm ADV
→ QUEST CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 16, 2007 to Nov 4, 2009factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 6, 2009 to Nov 2, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 16, 2007 to May 30, 2007factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 15, 2006 to Dec 20, 2006factForm ADV

Dated events

No dated event names this entity yet.