Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Hagman is an Investment Advisor Representative, with over 10 years of experience in the industry. Katherine is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Kansas and Texas. Katherine specializes in providing financial planning and investment advice to individuals, corporations, and trusts. Katherine has a strong background in portfolio management and financial planning. She is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
01/04/2021 - Present
Ameriprise Financial Services, LLC (Wichita KS)
KS
01/02/2018 - 02/05/2020
CETERA INVESTMENT SERVICES LLC (WICHITA KS)
KS
01/18/2017 - 12/31/2017
INVEST FINANCIAL CORPORATION (WICHITA KS)
KS
05/09/2014 - 01/11/2017
AMERIPRISE FINANCIAL SERVICES, INC. (WICHITA KS)
KS
09/06/2012 - 05/01/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (GARDEN CITY KS)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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