Katrina
Hermanson
Twin Peaks Wealth Advisors
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About this Advisor
Katrina Hermanson is a financial advisor based in Wichita Falls, Texas, working with Twin Peaks Wealth Advisors. Katrina has previously held positions at Cambridge Investment Research, Inc, Amazon Flex, Amazon Fulfillment, United States Postal Service, Uber, Lyft, Dominos Pizza, Benchmark Hospitality At Deloitte University, Waffle House, Lpl Financial LLC, and Twin Peaks Wealth Advisors, LLC. Katrina has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Katrina is part of Twin Peaks Wealth Advisors, which operates out of Wichita Falls, Texas. The firm has 2 offices and 7 employees. The firm manages assets totaling $318.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Twin Peaks Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Twin Peaks Wealth Advisors Brokerage Details
$318,501,282
7
1,402
$227,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katrina Hermanson Work History
Twin Peaks Wealth Advisors, LLC
Lpl Financial LLC
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Amazon Flex
Cambridge Investment Research, Inc
Amazon Flex
Amazon Fulfillment
United States Postal Service
Uber
Lyft
Dominos Pizza
Benchmark Hospitality At Deloitte University
Waffle House
Disclosures
Please visit the SEC profile of Katrina Hermanson 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 Twin Peaks Wealth Advisors
Burlingame, CA
Burlingame, CA
Wichita Falls, TX
Burlingame, CA
Newark, CA
Burlingame, CA
Burlingame, CA
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