Katrina Erker, financial advisor Wichita KS
93 score

Katrina Erker

CRD Number: 5440087
Current Firm: Ubs Financial Services Inc.

Katrina Erker (CRD# 5440087) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wichita, KS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Wichita, KS Oct 2007 - Current 9
Executive Management Services Clearwater, KS Sep 2007 - Current 9
Conway Bank Wichita, KS Jan 2005 - Oct 2007 2
Crossroads Liquor Viola, KS Aug 2006 - Sep 2007 1
Victorias Secret Wichita, KS Jul 2004 - Jul 2007 3
Mary Kay Conway Springs, KS Sep 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Katrina E. Erker
Phone Number: 201-352-3000
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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