Katrina Robertson has been an investment adviser representative at Black Knight Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners. Katrina Robertson holds an Accounting degree from Ouachita Baptist University.
Black Knight Wealth Management, LLC is a firm with $539M under management, 444 clients and 10 advisers across 10 offices, as of its August 2026 filing.
Katrina Robertson is Founder of Phoenix Rising, a DBA of Black Knight Wealth Management, in Hot Springs, Arkansas. She has served clients as a financial advisor since 2007, with nearly two decades of experience. She works with clients on budgeting, investment, retirement preparation and estate planning, and as a Certified Divorce Financial Analyst practitioner she helps clients and attorneys understand the financial impact of legal strategies during divorce.
Katrina Robertson’s longest registration was 10 years at G. A. Repple & Company (2007–2018). Before joining Black Knight Wealth Management in 2024, Katrina Robertson was registered through Strongtower Wealth Management, PLC and G. A. Repple & Company.
- – present · 2 yearsHot Springs, AR · Adviser representative · Firm CRD 305515
- Strongtower Wealth Management, PLC– · 6 yearsHot Springs, AR · Adviser representative · Firm CRD 292882
- G. A. Repple & Company– · 10 yearsHot Springs, AR · Adviser representative · Firm CRD 17486
Professional designations
Listed by Black Knight Wealth Management
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Katrina Robertson is registered as an investment adviser representative in 3 states. The first approvals date from October 2024; the most recent is Louisiana, in June 2025.
- ArkansasSince 1 October 2024
- LouisianaSince 30 June 2025
- TexasSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 July 2007 |
| Series 7 | General Securities Representative Examination | 2 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katrina L Robertson
- CRD
- 5354930
- Firm
- Black Knight Wealth Management · CRD 305515
- Office
- 340 Ouachita Ave, Ste. 2E, Hot Springs, AR 71913
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- phoenixrisingwm.com
Where does Katrina Robertson work?
Katrina Robertson is an investment adviser representative registered through Black Knight Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Katrina Robertson a financial advisor?
Yes. Katrina Robertson has a current investment-adviser registration in Arkansas, Louisiana and Texas, through Black Knight Wealth Management since October 2024.
How many years of experience does Katrina Robertson have?
Katrina Robertson has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has Katrina Robertson passed?
Katrina Robertson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited Katrina Robertson with the SIE, which began in October 2018.
Where did Katrina Robertson work before Black Knight Wealth Management?
Before Black Knight Wealth Management, Katrina Robertson was registered through Strongtower Wealth Management, PLC, April 2018 to September 2024; G. A. Repple & Company, August 2007 to April 2018.
Where is Katrina Robertson based?
Katrina Robertson’s registered office is in Hot Springs, AR.
Is Katrina Robertson registered with FINRA?
No. Katrina Robertson has no current broker registration.
How can I verify Katrina Robertson’s record?
Search CRD 5354930 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katrina Robertson’s full registration record.
