Katherine Nicole Phillips
Investment adviser representative at Childfree Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$20.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Childfree Wealth, LLCJul 2026 to now
- UpriseMar 2026 to now
- Mercer Global Advisors Inc.Apr 2025 to Mar 2026
- EllevestJun 2023 to Apr 2025
- Practice CfoApr 2022 to Jun 2023
- Russell Reeves CapitalJan 2022 to Mar 2022
- Investment Advisor GroupFeb 2021 to Apr 2022
- American Tax and Financial PlannersMay 2018 to May 2022
- Investment Advisor AllianceMay 2018 to Apr 2022
- Bfc Planning, Inc.Mar 2018 to Apr 2018
- Berthel Fisher & Company Financial Services, Inc.Oct 2017 to Apr 2018
- Stf WealthSep 2017 to Feb 2018
- UnemployedJul 2017 to Sep 2017
- The Olivier GroupMar 2016 to Jul 2017
- Louisiana State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (LA).
Childfree Wealth
Legal name: Childfree Wealth, LLC
$20.7MAssets managed
10Clients
4Advisers
4 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
- 6637564
- Firm CRD
- 316489