Katina Heggemann, financial advisor Washington MO

Katina Heggemann

CRD Number: 2003627
Current Firm: Wells Fargo Advisors Financial Network, LLC

Katina Heggemann (CRD# 2003627) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Washington, MO and has over 33 years of experience in the finance industry.

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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
Contact Info for Katina Heggemann
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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