Katrina Michelle Stalls

Employer firm

Provident Wealth Management CRD 299389

$85.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2023 → 09/2025
  Wells Fargo Clearing Services, Llc
  Mebane, NC
• 07/2021 → 09/2025
  Wells Fargo Bank, Na
  Mebane, NC
• 08/2009 → 07/2021
  Wendys
  Burlington, NC
• 03/2023 → 09/2025
  Wells Fargo Advisors
  Mebane, NC
• 10/2025 → Present
  Provident Wealth Management, Inc. Dba Provident Wealth Managemen
  Burlington, NC
• 09/2025 → Present
  Provident Insurance Group, Inc.
  Burlington, NC

Previous Registrations

• 2023-03-15 → 2025-09-11
  Wells Fargo Clearing Services, Llc
  Mebane, NC
  Winston Salem, NC
  Mebane, NC
  Burlington, NC
  Mebane, NC

Other Businesses

PROVIDENT INSURANCE GROUP, INC.; INV REL; BURLINGTON, NC; INS SALES AND SERVICES; INS AGENT; 09/2025; APPRX 40 HRS/MO; 40 DUR SEC TRADING. NOTARY PUBLIC; NOT INV REL; BURLINGTON, NC; NOTARY; 09/2025; MINIMAL TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-15
• S63 Uniform Securities Agent State Law Examination
  2023-02-21

Other Names

• Katie Stalls
• Katie Hatley
• Katrina Michelle Hatley
• Katrina Stalls