Unclaimed Profile

Katrina Ann Bell

ZUNA, LLC·PORTLAND, Oregon

Series 2, Series 6, Series 63, Series 6523 years registeredZUNA, LLC

3903 S KELLY AVE, PORTLAND, OR 97239CRD# 2338923Firm CRD# 306113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katrina Ann Bell · PORTLAND, OR

Registration

CRD #2338923 · ZUNA, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZUNA, LLC

ZUNA, LLC

Jan 2020 – Apr 2026

PORTLAND, OR

DESCHUTES INVESTMENT CONSULTING, LLC

Jun 2019 – Sep 2019

PORTLAND, OR

DESCHUTES INVESTMENT ADVISORS, INC.

Apr 2003 – Dec 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · April 1, 2003

Years registered · 23

Disclosure History

2018Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ZUNA, LLC

CRD 306113 · SEC 801-117623

AUM

$290M

Regulatory assets under management

Employees

56 client accounts

Services offered by ZUNA, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at ZUNA, LLC →

Introduction

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Frequently Asked Questions

What services does Katrina Ann Bell offer?

Katrina Ann Bell specializes in Wealth Management.

What are Katrina Ann Bell's credentials?

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

Where is Katrina Ann Bell located?

Katrina Ann Bell is based in PORTLAND, Oregon, last registered with ZUNA, LLC.

How does Katrina Ann Bell charge for services?

Katrina Ann Bell'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 ZUNA, LLC?

ZUNA, LLC has approximately 6 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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