Katrina Bowers Falke

Current Employers

Employment History

• 09/1989 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Lpl Financial, Llc
  Marietta, GA
• 02/2018 → 12/2020
  Fortis Group Advisors, Llc
  Marietta, GA
• 12/2020 → Present
  Wealthcare Advisory Partners, Llc
  Marietta, GA

Previous Registrations

• 2018-03-01 → 2021-01-04
  Fortis Group Advisors Llc
  Hartwell, GA
  Westwood, NJ
• 2004-01-06 → 2018-02-16
  Invest Financial Corporation
  Lexington, GA
  Social Circle, GA
  Marietta, GA
  Hartwell, GA
  Marietta, GA
  Appleton, WI

Other Businesses

1. 02/14/2018 - DENALI WEALTH MANAGEMENT - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - OWNER. 2. 10/30/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2018 - 10 Hours Per Month/2 Hours During Securities Trading - Writing fixed policies, such as life, disability, medical including medicare supplemental and medicare advantage, and fixed annuity. 3. 1/5/2021 - Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/04/2021 - 220 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 220 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/2/2021 - Wealthcare Advisory Partners LLC - DBA: (Hybrid) DENALI WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR/OWNER - Start Date: 01/28/2021 - 10 Hours Per Month/100 Hours During Securities Trading. 5. 8/12/2021 - ALLOU INC - Investment Related - 2440 Sandy Plains Rd, Bldg #23 Marietta, GA 30066 - Real Estate Rental - Start Date: 6/14/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Sub S created to own real estate that houses one of our offices 6. 07/11/2023 - The Falke Group Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 07/01/2023 - 200 Hours Per Month/ 200 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-12-01
• S63 Uniform Securities Agent State Law Examination
  1986-08-21

Other Names

• Katrina Tackett
• Katrina Louise Tackett
• Katrina Bowers
• Katrina Louise Bowers
• Katrina Louise Falke
• Katrina Louise Falke
• Katrina Louise Bowers