Tara Shayna Korkus
Investment adviser representative at Altfest Personal Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Altfest Personal Wealth ManagementFeb 2024 to now
- Jj Burns & CompanyJul 2020 to Feb 2024
- University of DelawareAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Altfest Personal Wealth Management
Legal name: L.J. Altfest & Co., Inc.
$1.8BAssets managed
695Clients
19Advisers
43 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
- 6987045
- Firm CRD
- 110130