Katie Larson, financial advisor Waukesha WI
88 score

Katie Larson

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Katie A. Larson
Phone Number: 312/263-0110
Firm Website: http://www.ziegler.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    1,826
    ACCOUNTS
  • Average Account Value
    $225,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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