Katrina
Hermanson
Twin Peaks Wealth Advisors
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About this Advisor
Katrina Hermanson is a financial advisor working out of Wichita Falls, Texas who has 1 year of industry experience. Hermanson works at Twin Peaks Wealth Advisors. Throughout their career, they have worked 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. Hermanson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Twin Peaks Wealth Advisors is a registered investment business headquartered in Burlingame, CA. The company has a total of nine people on staff. It has $170 million in total assets among its 1,012 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,012 accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Twin Peaks Wealth Advisors provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Twin Peaks Wealth Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Twin Peaks Wealth Advisors Brokerage Details
$170,151,092
9
1,012
$168,133
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katrina Hermanson Work History
Katrina has been registered as a financial advisor for 1 years.*
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
*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 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
Wichita Falls, TX
Westminster, CA
Burlingame, CA
Newark, CA
Burlingame, 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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