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Katrina Renae Angell

Investment adviser representative at Sanctuary Advisors, LLC
11 yearsExperience
2 statesRegistered in
$34.9BFirm assets
11 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 feePerformance-based

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

11 years in the industry.

  1. Sanctuary Advisors, LLCNov 2024 to now
  2. Sanctuary Securities, Inc.Aug 2022 to now
  3. Prairie Winds HotelNov 2021 to Jun 2022
  4. Ck Family ServicesApr 2018 to Aug 2021
  5. Jimmy JohnsSep 2017 to Feb 2018
  6. Intern/unemployedJun 2017 to Aug 2017
  7. StudentJan 2017 to May 2017
  8. National Planning HoldingsMay 2015 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Sanctuary Advisors, LLC

$34.9BAssets managed
19,540Clients
400Advisers
11 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
5480917
Firm CRD
226606
Advisor's SEC record (opens in a new tab)
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