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Katrina L Robertson

STRONGTOWER WEALTH MANAGEMENT, PLC·HOT SPRINGS, Arkansas
Clean recordSTRONGTOWER WEALTH MANAGEMENT, PLC
450 W. GRAND AVE, HOT SPRINGS, AR 71901CRD# 5354930Firm CRD# 292882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katrina L Robertson · HOT SPRINGS, AR
Registration
CRD #5354930 · STRONGTOWER WEALTH MANAGEMENT, PLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katrina L Robertson is a registered financial advisor based in HOT SPRINGS, Arkansas, affiliated with STRONGTOWER WEALTH MANAGEMENT, PLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
AUM
$129M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRONGTOWER WEALTH MANAGEMENT, PLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5354930
Firm CRD# 292882
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katrina L Robertson offer?
Katrina L Robertson specializes in Financial Planning, Investment Management. Contact their office in HOT SPRINGS, Arkansas for a consultation.
What are Katrina L Robertson's credentials?
Katrina L Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina L Robertson located?
Katrina L Robertson is based in HOT SPRINGS, Arkansas, working with STRONGTOWER WEALTH MANAGEMENT, PLC. Their office serves clients in the HOT SPRINGS metropolitan area and surrounding communities.
How does Katrina L Robertson charge for services?
Katrina L Robertson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRONGTOWER WEALTH MANAGEMENT, PLC?
STRONGTOWER WEALTH MANAGEMENT, PLC has approximately 6 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRONGTOWER WEALTH MANAGEMENT, PLC

Todd David Sadowski
HOT SPRINGS, AR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in ArkansasNational Fee Analysis
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