AdFi
MK

Maria Katharine Stalter

Investment Adviser Representative at CORE PLANNING

Fairport, NYCRD #6120014Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maria Katharine Stalter has worked in the securities industry since 2016. They are registered to provide investment advisory services in Missouri and New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
MissouriNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/11/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORE PLANNINGCurrent
8/25/2025Fairport, NY
BOLDIN ADVISORS
3/6/20265/18/2026Albuquerque, NM
BLUE MARLIN ADVISORS, LLC
4/20/20239/5/2024Santa Fe, NM
PROSPERITYSOURCE ADVISORS
6/30/20203/29/2021Los Alamos, NM
BETTER MONEY DECISIONS
9/19/20143/6/2020Albuquerque, NM
PORTFOLIO WEALTH ADVISORS
10/16/20129/16/2014Albuquerque, NM

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORE PLANNING

Showing 12 of 64 in the directory

View CORE PLANNING firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maria Katharine Stalter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Maria Katharine Stalter - Financial Advisor in Fairport, NY | AdvisorFinder