linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katrina L Robertson

Black Knight Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katrina? Claim Your Profile

About Katrina L Robertson

Katrina L. Robertson is an Investment Advisor Representative with Black Knight Wealth Management, LLC. Katrina L. Robertson is registered in Arkansas, Texas, Louisiana, Missouri, and Oklahoma. Katrina L. Robertson has been in the financial services industry since 2007. Katrina L. Robertson is also a licensed insurance agent, an author and a public speaker. Katrina L. Robertson also owns rental properties. Katrina L. Robertson's previous employer was G. A. Reppe & Company. Katrina L. Robertson has a Series 66, Series 7, and SIE licenses. Katrina L. Robertson specializes in financial planning and portfolio management. Black Knight Wealth Management, LLC specializes in providing financial planning and portfolio management for individuals.

Firm Information

Katrina Robertson is currently registered with Black Knight Wealth Management, LLC. Black Knight Wealth Management, LLC is an investment advisor registered with the SEC and has offices in . The firm manages approximately $163,201,808 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.

$163.20M

Assets Under Management

207

Total Clients

6

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katrina Robertson’s Registration & Firm History

AR

10/01/2024 - Present

Black Knight Wealth Management, LLC (Hot Springs AR)

FL

07/03/2007 - 04/04/2018

G. A. REPPLE & COMPANY (CASSELBERRY FL)

Not sure if Katrina L Robertson is right for you?

Licenses & Designations

BOTH

Issued 07/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katrina L Robertson.
Not sure if Katrina L Robertson is right for you?