Katrina
Robertson

Strongtower Wealth Management, Plc

CRD#5354930
Investment Advisor
in Hot Springs National Park, AR

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About this Advisor

Katrina Robertson is a financial advisor based out of Hot Springs National Park, Arkansas, who has 5 years of industry experience. Robertson currently works for Strongtower Wealth Management, Plc. During their career, the advisor has held roles at G.A. Repple & Company and Strongtower Wealth Management, Plc. Robertson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas, Louisiana, Mississippi, Oklahoma and Texas. Strongtower Wealth Management, Plc is a financial advisory firm based in Hot Springs National Park, AR. It handles $103 million in total assets among its 991 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 991 accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually are based on the financial services. However, fee types charged by Strongtower Wealth Management, Plc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 W. Grand Ave
Hot Springs National Park, AR 71901

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Strongtower Wealth Management, Plc Brokerage Details

Total Assets Under Management

$102,500,000

AR Average: $880,205,985
Total Number of Employees

6

AR Average: 42
Total Number of Accounts

991

AR Average: 1,714
Average Account Size

$103,431

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Katrina Robertson Work History

Katrina has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Strongtower Wealth Management, Plc

2007 - 2018 (11 years)

G.A. Repple & Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Katrina Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strongtower Wealth Management, Plc

Terry Bewley
Hot Springs National Park, AR
Katrina Robertson
Hot Springs National Park, AR
Todd Sadowski
Hot Springs National Park, AR
Mitzie Stevens
Hot Springs National Park, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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