Katrina Kourkoutis is a CFP-designated registered investment advisor at A More Certain Path, based in Jefferson, LA, with 13 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
A More Certain Path, LLC provides investment advice through consultations, but does not offer ongoing management of your investments. If you need someone to manage your investments for you, AMCP can recommend unaffiliated third-party investment managers.
Location
Jefferson, LA
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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.
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Katrina prepared Certified Financial Planner exam study material for Mometrix Media, LLC as an independent contractor, with the last project completed in February 2024. She also worked part-time as a seasonal employee for Intuit TurboTax during tax season.
Employment History
Current Registrations
A More Certain Path
Previous Registrations
Montz Harcus Wealth Management
Ameritas Investment CORP
Crescent Sterling LTD.
Pebble Management Group
Wealthharbor Capital Group, LLC
State Registrations2 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.