Katherine HagmanCRD Number: 6106036
Current Firm: Cetera Investment Advisers LLC
Katherine Hagman (CRD# 6106036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wichita, KS and has over 5 years of experience in the finance industry. Katherine Hagman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cetera Investment Services LLC||St. Cloud, MN||Jan 2018 - Current||< 1|
|Cetera Investment Advisers LLC||Wichita, KS||Jan 2018 - Current||< 1|
|Equity Bank||Wichita, KS||Jan 2017 - Current||1|
|Hagman Hilltop Farms, Inc.||Kensington, KS||Jan 1992 - Current||26|
|Invest Financial Corp||Tampa, FL||Jan 2017 - Dec 2017||< 1|
|Ameriprise Financial Services, Inc.||Wichita, KS||Apr 2014 - Dec 2016||2|
|Transamerica Financial Advisors, Inc.||Garden City, KS||Aug 2012 - Apr 2014||1|
|Garden City Community College||Garden City, KS||Aug 2005 - Apr 2014||8|
|Holcomb Usd 363||Holcomb, KS||Aug 2004 - Apr 2014||9|
|Financial Avenues, Inc.||Garden City, KS||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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