Katrina Lynn Hermanson

Employer firm

Twin Peaks Wealth Advisors CRD 323817

$585M regulatory AUM

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

• 09/2018 → 03/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2018 → 03/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2018 → 02/2018
  Unemployed
  Fairfield, IA
• 07/2017 → 01/2018
  Amazon Flex
  Fort Worth, TX
• 03/2017 → 07/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2017 → 03/2017
  Amazon Flex
  Fort Worth, TX
• 01/2017 → 02/2017
  Amazon Fulfillment
  Fort Worth, TX
• 11/2016 → 01/2017
  United States Postal Service
  Keller, TX
• 03/2016 → 01/2017
  Uber
  Fort Worth, TX
• 03/2016 → 01/2017
  Lyft
  Fort Worth, TX
• 03/2020 → 12/2022
  Lpl Financial Llc
  Fort Worth, TX
• 12/2022 → Present
  Twin Peaks Wealth Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2022-10-11 → 2022-12-20
  Lpl Financial Llc
  Fort Mill, SC
  Fairfield, IA
  Fort Worth, TX
  Fort Worth, TX
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-08

Other Names

• Katrina Lynn Marley