Katrina Furler
Katrina Furler is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Omaha, NE, with 15 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Omaha, NE
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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 is a financial advisor with PFG Advisors LLC, dedicating a few hours per week to principal support. She also works as a pet sitter through Rover, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Triad Advisors LLCBroker
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Woodmen Financial Services, INC.Broker
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.