Katrina Jo Furler

Employer firm

Pfg Advisors CRD 173344

$3.26B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2013 → 05/2022
  Securities America, Inc.
  La Vista, NE
• 02/2014 → 05/2022
  Securities America Advisors
  La Vista, NE
• 05/2022 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 06/2022 → Present
  Pfg Advisors
  La Vista, NE
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2025 → Present
  United Planners
  Scottsdale, AZ
• 09/2024 → Present
  Trina Furler
  Omaha, NE
• 06/2022 → Present
  Pfg Advisors, Llc
  Phoenix, AZ

Previous Registrations

• 2014-02-25 → 2022-05-13
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

1.) PFG ADVISORS, LLC - COMPLIANCE AND REGISTRATION MANAGER - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 06/2022 - INVESTMENT RELATED 2.) PRIORITY FINANCIAL GROUP, PFG ADVISORS - REGISTRATION AND COMPLIANCE MANAGER - OMAHA, NE - SINCE 06/2022 - INVESTMENT RELATED 3.) TRINA FURLER - SOLE PROPRIETOR - PET SITTER - OMAHA, NE - SINCE 09/2024 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2014-02-17
• S63 Uniform Securities Agent State Law Examination
  2010-12-21

Other Names

• Trina Bailey
• Katrina Bailey
• Trina Furler
• Trina Koebel
• Katrina Furler
• Katrina Jo Koebel
• Katrina Jo Furler