Katrina
Moore

Vawter Financial LTD

CRD#7242410
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Katrina Moore is a financial advisor based in Columbus, Ohio, working with Vawter Financial LTD. Katrina has previously held positions at Vawter Financial, LTD, Summit Financial Strategies, Inc, and The Ohio State University. Katrina is registered to provide services in Ohio. Currently, Katrina is part of Vawter Financial LTD, which operates out of Columbus, Ohio. The firm has 5 employees and manages assets totaling $268.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Vawter Financial LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1161 Bethel Road Suite 304
Columbus, OH 43220

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Vawter Financial LTD Brokerage Details

Total Assets Under Management

$268,861,435

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

759

OH Average: 1,972
Average Account Size

$354,231

OH Average: $1,068,125

Investment Advisory Services

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

Katrina Moore Work History

2016 - Present (9 years)

Vawter Financial, LTD

2015 - 2015 (< 1 year)

Summit Financial Strategies, Inc

2008 - 2016 (8 years)

The Ohio State University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Katrina Moore 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 Vawter Financial LTD

William Whitaker
Columbus, OH
Katrina Moore
Columbus, OH
Gary Vawter
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started