Katrina Soelter has been Founder, Co- CEO, and CCO of Avise Financial Cooperative since October 2023, is a control person of the firm and directly owns between 50% and 75% of it. Katrina Soelter studied University of California at Berkeley.
Avise Financial Cooperative, Inc. is a Los Angeles, CA firm with $169M under management, 170 clients and 6 advisers across 7 offices, as of its June 2026 filing.
Katrina Soelter is Co-Founder and Chief Compliance Officer of Avise Financial, an RIA cooperative platform for advisors. She started Avise after finding that balance often was not possible while working inside traditional business models. She first discovered financial planning through an elective course in her senior year.
Katrina Soelter’s longest registration was 5 years at Wells Fargo Clearing Services, LLC (2014–2019). Before joining Avise Financial Cooperative in 2023, Katrina Soelter was registered through Equalis Financial and KCS Wealth Advisory.
- Avise FinancialCurrent– present · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 328790
- Equalis Financial– · 1 yearNorth Hollywood, CA · Adviser representative · Firm CRD 281418
- KCS Wealth Advisory– · 4 yearsLos Angeles, CA · Adviser representative · Firm CRD 169846
- Wells Fargo Clearing Services, LLC– · 5 yearsLos Angeles, CA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Avise Financial Cooperative
- CFP®
Investment adviser representative registrations
Katrina Soelter is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from November 2023; the most recent is New York, in February 2025.
- CaliforniaSince 21 November 2023
- New YorkSince 18 February 2025
- OregonSince 7 October 2024
- TexasResidentSince 13 November 2024
- WashingtonSince 13 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 February 2014 |
| Series 7 | General Securities Representative Examination | 16 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katrina Strelow Soelter
- CRD
- 6243614
- Firm
- Avise Financial Cooperative · CRD 328790
- Role
- Founder, Co- CEO, and CCO
- Office
- 7080 HOLLYWOOD BLVD., SUITE 700, Los Angeles, CA 90028
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidiwealth.com
Where does Katrina Soelter work?
Katrina Soelter has been Founder, Co- CEO, and CCO of Avise Financial Cooperative, Inc. since October 2023, and is a control person of the firm.
Is Katrina Soelter a financial advisor?
Yes. Katrina Soelter has a current investment-adviser registration in California, New York, Oregon, Texas and Washington, through Avise Financial Cooperative since November 2023.
How many years of experience does Katrina Soelter have?
Katrina Soelter has 12 years in the financial industry, since January 2014, across 4 adviser firms.
What exams has Katrina Soelter passed?
Katrina Soelter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Katrina Soelter with the SIE, which began in October 2018.
Where did Katrina Soelter work before Avise Financial Cooperative?
Before Avise Financial Cooperative, Katrina Soelter was registered through KCS Wealth Advisory, April 2019 to July 2023; Wells Fargo Clearing Services, LLC, February 2014 to April 2019.
Where is Katrina Soelter based?
Katrina Soelter’s registered office is in Los Angeles, CA.
Is Katrina Soelter registered with FINRA?
No. Katrina Soelter has no current broker registration.
Is Katrina Soelter a CFP?
Avise Financial Cooperative lists Katrina Soelter with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Katrina Soelter’s record?
Search CRD 6243614 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katrina Soelter’s full registration record.
