Katherine Ann Fortna
Investment adviser representative at Clarus Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
$305.2MFirm assets
9 yearsFirm in business
Are you Katherine Ann Fortna? Claim your profile
Contact this firm
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
Experience
14 years in the industry.
- Private Client ServicesOct 2023 to now
- Clarus Wealth Advisors, LLCMar 2021 to now
- Crown Capital Securities LPMay 2019 to Oct 2023
- Michaels of DenverSep 2018 to Apr 2019
- HomemakerDec 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Clarus Wealth Advisors, LLC
$305.2MAssets managed
503Clients
12Advisers
9 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
- 5161365
- Firm CRD
- 281160