Katharine
Marvel
Encircle Financial Strategies
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About this Advisor
Katharine Marvel is a financial advisor based in Columbus, Indiana, working with Encircle Financial Strategies. Katharine has previously held positions at Marvel Financial Planning, Inc, Advantage Investment Management LLC, Wealth Advisory Solutions, LLC, Encircle Financial Strategies, and National Planning Corporation. Katharine has passed the Series 63 regulatory exam and is registered to provide services in Indiana, Massachusetts, and Texas. Currently, Katharine is part of Encircle Financial Strategies, which operates out of Columbus, Indiana. The firm has 3 offices and 1 employee. The firm manages assets totaling $115.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Encircle Financial Strategies includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
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Encircle Financial Strategies Brokerage Details
$115,319,896
1
704
$163,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Katharine Marvel Work History
Wealth Advisory Solutions, LLC
Encircle Financial Strategies
Marvel Financial Planning, Inc
National Planning Corporation
Advantage Investment Management LLC
Disclosures
Please visit the SEC profile of Katharine Marvel 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 Encircle Financial Strategies
Columbus, IN
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