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Katharine Booth Marvel

Encircle Financial Strategies

Columbus, IN

Indianapolis, IN

Indianapolis, IN

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Current Employers
Encircle Financial Strategies

Indianapolis, IN • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-15
TX RA APPROVED 2023-12-07
IN RA APPROVED 2023-10-11
  • MA RA
    APPROVED
    Since 2024-02-15
  • TX RA
    APPROVED
    Since 2023-12-07
  • IN RA
    APPROVED
    Since 2023-10-11

Branch Locations

675 Reeves Way Suite 2, Columbus, IN 47201 • United States

Indianapolis, IN • United States

2575 E. 55Th Place, Indianapolis, IN 46220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marvel Financial Planning, Inc. Indianapolis IN 09/2001 Present
Advantage Investment Management Llc Cedar Rapids IA 01/2009 10/2017
National Planning Corporation Indianapolis IN 08/2013 10/2017
Wealth Advisory Solutions, Llc Zionsville IN 10/2017 Present
Encircle Financial Strategies Indianapolis IN 10/2017 Present
  • 09/2001 → Present
    Marvel Financial Planning, Inc.
    Indianapolis, IN
  • 01/2009 → 10/2017
    Advantage Investment Management Llc
    Cedar Rapids, IA
  • 08/2013 → 10/2017
    National Planning Corporation
    Indianapolis, IN
  • 10/2017 → Present
    Wealth Advisory Solutions, Llc
    Zionsville, IN
  • 10/2017 → Present
    Encircle Financial Strategies
    Indianapolis, IN
Previous Registrations
  • 2017-10-04 → 2024-05-16
    Wealth Advisory Solutions, Llc
    Indianapolis, IN
    Zionsville, IN
  • 2013-08-01 → 2017-10-04
    National Planning Corporation
    Columbus, IN
    St. Petersburg, FL
    Indianapolis, IN
    Greenwood, IN
  • 2009-02-02 → 2013-08-02
    Advantage Investment Management, Llc
    Indianapolis, IN
  • 2003-06-09 → 2009-12-31
    National Planning Corporation
    Indianapolis, IN
    Greenwood, IN
    Indianapolis, IN
    Greencastle, IN
    Greencastle, IN
    Columbus, IN
  • 2002-09-23 → 2005-12-31
    Marvel Financial Planning, Inc.
    Indianapolis, IN
  • 1998-12-03 → 2003-06-20
    Walnut Street Advisers Inc
    Greencastle, IN
Other Businesses

07/31/2012: OTHER - KATE IS COOKING - COOKING BLOG / 0%/ INDIANAPOLIS, IN. --

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-12
  • S63 Uniform Securities Agent State Law Examination
    1993-07-12
Designations
Other Names
  • Katharine M Hutton

View on SEC IAPD

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