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Katrina Marie Welker

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record8 years registeredIRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET, CORNING, NY 14830CRD# 5002125Firm CRD# 284120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katrina Marie Welker · CORNING, NY
Registration
CRD #5002125 · IRVINE WEALTH PLANNING STRATEGIES, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ROOTED PLANNING GROUP
Jun 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 4, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRVINE WEALTH PLANNING STRATEGIES, LLC
CRD 284120 · SEC 801-112546
AUM
$96M
Regulatory assets under management
Employees
5
619 client accounts
Services offered by IRVINE WEALTH PLANNING STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Katrina Marie Welker offer?
Katrina Marie Welker specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.
What are Katrina Marie Welker's credentials?
Katrina Marie Welker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Katrina Marie Welker located?
Katrina Marie Welker is based in CORNING, New York, working with IRVINE WEALTH PLANNING STRATEGIES, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does Katrina Marie Welker charge for services?
Katrina Marie Welker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRVINE WEALTH PLANNING STRATEGIES, LLC?
IRVINE WEALTH PLANNING STRATEGIES, LLC has approximately 5 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Amy Elizabeth Irvine
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Rebekah Elizabeth Eason
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