Katina Heggemann (CRD# 2003627) is an Investment Advisor Representative working at Wells Fargo Advisors in Jefferson City, MO and has over 33 years of experience in the finance industry.
CRD# 2788374
Lpl Financial LLC
CRD# 4433438
Edward Jones
CRD# 5878134
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Washington, MO | Sep 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Washington, MO | Nov 2016 - Sep 2022 | 5 |
| Wells Fargo Advisors LLC | Washington, MO | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- MO
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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