Katrina Bell is a registered investment advisor at Zuna, LLC, based in Portland, OR, with 8 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 58 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$411.3M
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Location
3903 S Kelly Ave, Portland, OR, 97239
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Regulatory History (1)
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Customer Dispute
February 2018Pending
Employment History
Current Registrations
Zuna, LLC
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Deschutes Investment Consulting, LLC
June 2019 - September 2019 · 3 mos
Deschutes Investment Advisors, INC.
April 2003 - December 2004 · 1 yr 8 mos
State Registrations1 state
OR
Advisor
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.
Exams
No exam information available for this advisor.