# MARIA KATHARINE STALTER

MARIA KATHARINE STALTER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with CORE PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEWRETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/294881) | 2026-03-06 | 2026-05-18 | — |
| [CORE PLANNING, LLC](https://search.stillhousedata.com/firm/154660) | 2025-08-25 | present | Yes |
| [BLUE MARLIN ADVISORS, LLC](https://search.stillhousedata.com/firm/305906) | 2023-04-20 | 2024-09-05 | — |
| [PROSPERITYSOURCE ADVISORS](https://search.stillhousedata.com/firm/307234) | 2020-06-30 | 2021-03-29 | — |
| [BETTER MONEY DECISIONS](https://search.stillhousedata.com/firm/172980) | 2014-09-19 | 2020-03-06 | — |
| [PORTFOLIO WEALTH ADVISORS](https://search.stillhousedata.com/firm/145687) | 2012-10-16 | 2014-09-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6120014)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6120014.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.