Katherine
Fortna
Clarus Wealth Advisors, LLC
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About this Advisor
Katherine Fortna is a financial advisor who works out of Castle Rock, Colorado with a total of 2 years of industry experience. Fortna is on the advisory team at Clarus Wealth Advisors, LLC. Their career trajectory has included roles at Michaels Of Denver, Homemaker, Crown Capital Securities Lp and Clarus Wealth Advisors. Fortna maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Clarus Wealth Advisors, LLC is a financial advisory company based in Peoria, AZ. It has a total of 12 advisors. It manages $200 million in assets among its 1,022 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,022 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in investable assets. Clarus Wealth Advisors, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services are offered. Fee types charged by Clarus Wealth Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarus Wealth Advisors, LLC Brokerage Details
$200,340,862
12
1,022
$196,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katherine Fortna Work History
Katherine has been registered as a financial advisor for 2 years.*
Clarus Wealth Advisors
Crown Capital Securities Lp
Michaels Of Denver
Homemaker
*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 Katherine Fortna 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 Clarus Wealth Advisors, LLC
Castle Rock, CO
Peoria, AZ
Castle Rock, CO
Peoria, AZ
Peoria, AZ
Chandler, AZ
Peoria, AZ
Peoria, AZ
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