Katrina Rensum is a CFP-designated registered investment advisor, based in Bothell, WA, with 17 years of industry experience.
Location
22722 29th Dr Se, Suite 100, Bothell, WA, 98021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katrina operates under Householder Group Estate and Retirement Specialists and Van Rensum Capital, both DBAs for her LPL business, dedicating a significant portion of her time to investment advisory services. She also works as an agent for non-variable insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.