Katherine
Christoferson

Mccollum Christoferson Group, LLC

CRD#1133584
Investment Advisor
in Buffalo, NY

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About this Advisor

Katherine Christoferson is a financial advisor operating in Buffalo, New York with a total of 2 years of relevant experience. Christoferson works at Mccollum Christoferson Group, LLC. During their career, Christoferson has held roles at Wells Fargo Advisors Financial Network, LLC and Mccollum Christoferson Group, LLC. Christoferson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New York. Mccollum Christoferson Group, LLC is a business that has its headquarters in Buffalo, NY. It handles $378 million in total assets among its 736 accounts, making it one of the bigger firms in the country by assets under management. The firm advises eight charities and foundations. Of its 736 accounts, 18% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types billed by Mccollum Christoferson Group, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Corporate Parkway Suite 210
Buffalo, NY 14226

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Mccollum Christoferson Group, LLC Brokerage Details

Total Assets Under Management

$378,113,283

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

736

NY Average: 3,892
Average Account Size

$513,741

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Katherine Christoferson Work History

Katherine has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Mccollum Christoferson Group, LLC

2012 - 2015 (3 years)

Wells Fargo Advisors Financial Network, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Katherine Christoferson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mccollum Christoferson Group, LLC

William Deacon
Buffalo, NY
Matthew Johnson
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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