Katrina
Furler

Pfg Advisors

CRD#5797769
Investment Advisor
in Omaha, NE

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About this Advisor

Katrina Furler is a financial advisor operating in Omaha, Nebraska with 1 year of industry experience. Furler works at Pfg Advisors. Furler has gained experience at Woodmen Financial Services, Inc, Securities America, Inc, Securities America Advisors and Pfg Advisors. Furler maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Nebraska. Pfg Advisors is a registered investment business headquartered in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 advisors. It controls $2 billion in assets between its 9,045 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 9,045 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which service is provided. However, fees billed by Pfg Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Omaha, NE

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

NE Average: $1,555,372,352
Total Number of Employees

94

NE Average: 37
Total Number of Accounts

9,045

NE Average: 1,370
Average Account Size

$202,940

NE Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Katrina Furler Work History

Katrina has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Securities America, Inc

2022 - Present (2 years)

Pfg Advisors

2014 - 2022 (8 years)

Securities America Advisors

2013 - 2022 (9 years)

Securities America, Inc

2010 - 2013 (3 years)

Woodmen Financial Services, Inc

*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 Furler 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 Pfg Advisors

James Merkel
Tucson, AZ
John Griffith
Eugene, OR
William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
Heather Schara
Albuquerque, NM
Blake Rorbach
Scottsdale, AZ
Heather Metcalf
Springfield, OR
Kurtis Anderson
San Diego, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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