Katrina Marie Welker
Investment adviser representative at Rooted Planning Group
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$157MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Rooted Planning GroupAug 2021 to now
- Irvine Wealth Planning StrategiesFeb 2018 to now
- Hd Vest Investment ServicesOct 2010 to Feb 2018
- Katrina WelkerJul 2009 to Feb 2018
- Alsheimer & Evarts Tax AccountingJan 2004 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rooted Planning Group
Legal name: Irvine Wealth Planning Strategies, LLC
$157MAssets managed
229Clients
3Advisers
8 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
- 5002125
- Firm CRD
- 284120