Katherine Hagman (CRD# 6106036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita, KS and has over 11 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.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Wichita, KS | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Wichita, KS | Feb 2020 - Mar 2020 | < 1 |
| Cetera Investment Advisers LLC | Wichita, KS | Jan 2018 - Feb 2020 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Jan 2018 - Feb 2020 | 2 |
| Equity Bank | Wichita, KS | Jan 2017 - Feb 2020 | 3 |
| Hagman Hilltop Farms, Inc. | Kensington, KS | Jan 1992 - Feb 2020 | 28 |
| Invest Financial Corp | Tampa, FL | Jan 2017 - Dec 2017 | < 1 |
| Ameriprise Financial Services, Inc. | Wichita, KS | Apr 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- KS
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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