Katrina Nessa Wilson
Investment adviser representative at Concurrent Investment Advisors, LLC
28 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Concurrent AdvisorsMar 2020 to now
- Bmr RetirementMar 2018 to now
- Next Retirement SolutionsJan 2018 to Apr 2023
- Raymond James Financial Services Advisors Inc.Jan 2018 to Apr 2023
- Raymond James Financial Services, Inc.Jan 2018 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors, LLCJan 1998 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MI).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2857455
- Firm CRD
- 323135