Kathryn I. Wiegrefe
Professional summary
Kathryn Irene Wiegrefe, who also goes by Kathryn Irene Hilden, is a registered financial advisor currently at FIDUCIARY FINANCIAL PLANNING NETWORK located in Onalaska, Wisconsin.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kathryn has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Irene Wiegrefe's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2025 - Present
FIDUCIARY FINANCIAL PLANNING NETWORK
Office #1: 1131 Main Street, Onalaska, WI 54650November 21, 2016 - February 7, 2025
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
August 5, 2015 - February 7, 2025
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2025)
(3/25/2025)
Exams
Current Firm
FIDUCIARY FINANCIAL PLANNING NETWORK
CRD#: 313361 / SEC#: 801-135118
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,004 |
| AUM (Assets Under Management) | $ 164,132,974 |
Red Flags
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Company Information
FIDUCIARY FINANCIAL PLANNING NETWORK
CRD#: 313361Onalaska, WI 54650TRUST BUT VERIFY
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