Katrina Marya Kunkler

Employer firm

Harbor Investment Advisory, LLC CRD 151085

$6.87B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Harbor Investment Advisory, Llc
  Lutherville, MD

Other Businesses

Catholic Evidence League 20 Tremblant Ct. Lutherville MD -Treasurer, Exec Board Member 5hrs/month volunteer Owl Creek Partners LLC, 4 E Ohio St. Ste 30 Chicago IL 60611 -Advisory Board for sister-in-law/immediate families family office. provide advice and perspective for decisions such as structure, fee analysis, investment review and family member education. 2 hrs. per week, paid position.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-31