Investment adviser representative · Waller Financial Planning Group, Inc.
Katherine E. Kincaid
CRD 4533668 · Columbus, OH
At a glance
Katherine E. Kincaid is an investment adviser representative with Waller Financial Planning Group, Inc. in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Waller Financial Planning Group, Inc.Since January 2012Columbus, OH · $748M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Katherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Waller Financial Planning Group, Inc.
- Jason E. FarrisColumbus · Certified Financial Planner
- Christopher O. OlsgardColumbus · Certified Financial Planner
- Scott E. Rendle Jr.Columbus · Certified Financial Planner
- Charles A. Kerwood IIINaples · Certified Financial Planner, Chartered Financial Consultant
Every advisor at Waller Financial Planning Group, Inc. →Waller Financial Planning Group, Inc.: assets, clients and custodians →Financial advisors in Columbus, OH →Every Waller Financial Planning Group, Inc. advisor in Columbus →Advisor Moves: who changed firms this week →