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Katherine Jean Policani

Aspire Capital Advisors LLC

Mukilteo, WA

Seattle, WA

CRD 6807661

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Employer firm

Aspire Capital Advisors LLC CRD 298366

$1.23B regulatory AUM 33 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:

Current Employers
Aspire Capital Advisors Llc

1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-30
  • WA RA
    APPROVED
    Since 2026-04-30

Branch Locations

627 5Th Street 201, Mukilteo, WA 98275 • United States

1815 North 45Th Street Suite 105, Seattle, WA 98103 • 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
Aspire Capital Advisors Llc Dba Afg Financial, Llc Mukilteo WA 05/2017 Present
Seed Church Lynnwood WA 02/2015 02/2018
  • 05/2017 → Present
    Aspire Capital Advisors Llc Dba Afg Financial, Llc
    Mukilteo, WA
  • 02/2015 → 02/2018
    Seed Church
    Lynnwood, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17
Other Names
  • Katherine Barker
  • Katherine Policani

View on SEC IAPD

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