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Katrina Marie Welker

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York
Unclaimed Profile
10 EAST MARKET STREET, CORNING, NY 14830CRD# 5002125Firm CRD# 284120
01

About

Katrina Marie Welker is a registered financial advisor based in CORNING, New York, affiliated with IRVINE WEALTH PLANNING STRATEGIES, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
IRVINE WEALTH PLANNING STRATEGIES, LLC
ROOTED PLANNING GROUP
AUM
$96M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5002125
Firm CRD# 284120
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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