Katie LarsonCRD Number: 6280263
Current Firm: B. C. Ziegler And Company
Katie Larson (CRD# 6280263) is an Investment Advisor Representative working at B. C. Ziegler And Company in Waukesha, WI and has over 2 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|B.c. Ziegler And Company||Waukesha, WI||Mar 2016 - Current||1|
|B C Ziegler And Company||Waukesha, WI||Nov 2013 - Mar 2016||2|
|Harry C Glinberg Jewelers||Wauwatosa, WI||Feb 2007 - Nov 2013||6|
|Ann Taylor Loft||Brookfield, WI||Sep 2006 - Jun 2007||< 1|
|Target||Waukesha, WI||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI