Kathryn
Wiegrefe
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Kathryn Wiegrefe is a financial advisor based out of La Crosse, Wisconsin with a total of 7 years of industry experience. Wiegrefe is an employee of Mutual Of Omaha Investor Services, Inc. During their career, Wiegrefe has held roles at Mutual Of Omaha, Family Financial Group and Mn Army National Guard. Wiegrefe has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Wisconsin. Mutual Of Omaha Investor Services, Inc is a business that has its headquarters in Omaha, NE. It has offices in 114 locations and a total of 320 employees. It oversees $14 million in assets across its 92 customer accounts, making it one of the smaller firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 92 customer accounts, 16% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on the type of services. Fee types charged by Mutual Of Omaha Investor Services, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathryn Wiegrefe Work History
Kathryn has been registered as a financial advisor for 7 years.*
Mutual Of Omaha
Mutual Of Omaha
Family Financial Group
Mn Army National Guard
*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 Kathryn Wiegrefe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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