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Katrina L Robertson

STRONGTOWER WEALTH MANAGEMENT, PLC·HOT SPRINGS, Arkansas
SIE, Series 7, Series 66Clean record19 years registeredSTRONGTOWER 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

BLACK KNIGHT WEALTH MANAGEMENT, LLC
Oct 2024present
Apr 2018Sep 2024
HOT SPRINGS, AR
Aug 2007Apr 2018
Hot Springs, AR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 9, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD 292882 · SEC 801-127373
AUM
$129M
Regulatory assets under management
Employees
6
973 client accounts
Services offered by STRONGTOWER WEALTH MANAGEMENT, PLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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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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