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Member and Chief Marketing Officer · Factorpoint Planning, LLC

Rachel L. Krokenberger

CRD 7503740 · Named on Form ADV at one SEC-registered adviser

At a glance

Factorpoint Planning, LLC, an SEC-registered wealth manager based in Pittsford, NY with $288 million in regulatory assets, lists Rachel L. Krokenberger on its Form ADV as Member and Chief Marketing Officer.

Firms and roles

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Rachel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.