Katherine Waltner
Investment adviser representative at Huntington Financial Advisors
10 yearsExperience
2 statesRegistered in
$7.9BFirm assets
26 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- The Huntington Investment CompanyJun 2023 to now
- Hornor, Townsend & Kent, LLCMar 2022 to Jun 2023
- PNC InvestmentsOct 2018 to Mar 2022
- Parkland SecuritiesMay 2016 to Oct 2018
- Sigma Financial CorporationMay 2016 to Oct 2018
- SpcMay 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 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
- 6116558
- Firm CRD
- 16986