KR
Katrina L. Robertson
BLACK KNIGHT WEALTH MANAGEMENT
Hot Springs, AR 71913
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CRD#: 5354930
KR
Professional summary
Katrina L Robertson is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in Hot Springs, Arkansas.
Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Katrina has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KATRINA ROBERTSON, INSURANCE AGENT, SALE OF FIXED INSURANCE PRODUCTS. NON-INVESTMENT RELATED. KATRINA ROBERTSON, AUTHOR, NON-INVESTMENT RELATED. KATRINA ROBERTSON, PUBLIC SPEAKER, NON-INVESTMENT RELATED. PHOENIX RISING PROPERTIES, LLC, RENTAL PROPERTIES, NON-INVESTMENT RELATED. NIKKI RADLEY CAMPAIGN; NON-INVESTMENT RELATED; HOT APRINGS, AR 71913; CAMPAIGN FOR GARLAND COUNTY TAX COLLECTOR; CAMPAIGN TREASURER; START SEPTEMBER 2025; 5-10 TOTAL HOURS PER MONTH; 1-2 HOURS PER MONTH DURING TRADING HOURS; OVERSIGNT OF CAMPAIGN FINANCES.
CRS (Client Relationship Summary) - RIA
Click below to view Katrina L Robertson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 1, 2024 - Present
BLACK KNIGHT WEALTH MANAGEMENT, LLC
Office #1: 340 Ouachita Ave Ste. 2e, Hot Springs, AR 71913RIA
CRD#: 305515
Hot Springs, AR
Past
April 23, 2018 - September 30, 2024
STRONGTOWER WEALTH MANAGEMENT, PLC
RIA
CRD#: 292882
HOT SPRINGS, AR
Past
August 9, 2007 - April 4, 2018
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
Hot Springs, AR
Past
July 3, 2007 - April 4, 2018
G. A. REPPLE & COMPANY
BD
CRD#: 17486
CASSELBERRY, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(10/1/2024)
IAR
Louisiana(6/30/2025)
IAR
Texas(10/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(972) 786-6527
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 239,952,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 08/19/2024 | ||
| 09/29/2023 |
Red Flags
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Company Information
BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515Hot Springs, AR 71913TRUST BUT VERIFY
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