Katherine L. Alepa
Professional summary
Katherine Louise Alepa, who also goes by Katherine Rao Alepa, Katherine Alepa, Katherine Louise Rao, is a registered financial advisor currently at ITHAKA FINANCIAL PLANNING, LLC located in Holly Springs, North Carolina.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Katherine has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Louise Alepa's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 15, 2022 - Present
ITHAKA FINANCIAL PLANNING, LLC
October 17, 2002 - November 21, 2008
FINANCIAL PLANNING GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/7/2022)
(3/15/2022)
(4/5/2022)
(3/15/2022)
(3/15/2022)
Current Firm
ITHAKA FINANCIAL PLANNING, LLC
CRD#: 153244 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 81,416,022 |
Red Flags
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