Kathryn Marsico
Investment adviser representative at Traphagen Financial Group
31 yearsExperience
1 stateRegistered in
$2.3BFirm assets
27 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Traphagen Financial GroupJun 2003 to now
- Traphagen Investment Advisors, LLCJun 1998 to now
- Traphagen & Trapahgen CpasFeb 1995 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Traphagen Financial Group
Legal name: Traphagen Investment Advisors LLC
$2.3BAssets managed
2,038Clients
16Advisers
27 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
- 4617900
- Firm CRD
- 107764