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Katie Ann Sickle

Sickle Hunter Financial Advisors

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About Katie Ann Sickle

Katie Sickle is an investment advisor representative at Sickle Hunter Financial Advisors. Katie has been in the industry since 2008 and has a total of 100 clients. Katie specializes in financial planning, pension consulting and portfolio management for individuals. Katie holds Series 7, 9, 10, and 66 licenses.

Firm Information

Katie Sickle is currently registered with Sickle Hunter Financial Advisors. Sickle Hunter Financial Advisors is an independent financial advisory firm that provides personalized financial planning, portfolio management, and educational seminars. The firm serves individuals, including high-net-worth individuals. Sickle Hunter Financial Advisors has $45,000,000 in assets under management and works with 100 clients.

$45.00M

Assets Under Management

100

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Katie Sickle’s Registration & Firm History

FL

06/21/2017 - Present

Sickle Hunter Financial Advisors (TAMPA FL)

FL

02/24/2010 - 06/17/2015

MORGAN STANLEY (TAMPA FL)

FL

03/12/2008 - 02/25/2010

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 04/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/15/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Ann Sickle.
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