Katrina Marie Welker

Employer firm

Rooted Planning Group CRD 284120

$157M regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION

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

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

Current Employers

Employment History

• 01/2004 → 01/2024
  Alsheimer & Evarts Tax Accounting
  Avoca, NY
• 10/2010 → 02/2018
  Hd Vest Investment Services
  Avoca, NY
• 07/2009 → 02/2018
  Katrina Welker
  Hornell, NY
• 02/2018 → Present
  Irvine Wealth Planning Strategies
  Corning, NY

Other Businesses

Ms. Welker volunteers for the free financial helpline of Savvy Ladies. Ms. Welker does not receive compensation for the services she provides; she spends approximately two (2) hours per month in this capacity. This outside business activity is not connected to Rooted Planning Group. Ms. Welker volunteers for the Advisory Board for the Financial Planning Program at Alfred State College. Ms. Welker does not receive compensation for the services she provides; she spends approximately two (2) hours per year at the annual board meeting . This outside business activity is not connected to Rooted Planning Group. Ms. Welker volunteers for Advisors Give Back, which is a pro-bono financial helpline. Ms. Welker does not receive compensation for the services she provides; she spends approximately two (2) hours per month in this capacity. This outside business activity is not connected to Rooted Planning Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-12
• S63 Uniform Securities Agent State Law Examination
  2005-08-08

Designations

• Certified Financial Planner

Other Names

• Katrina Warriner
• Katrina Marie Warriner