Kathryn I. Wiegrefe
Professional summary
Kathryn Irene Wiegrefe, who also goes by Kathryn Irene Hilden, is a registered financial advisor currently at LA CROSSE FINANCIAL PLANNING INC. 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.
Question & Answer
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
LA CROSSE FINANCIAL PLANNING INC.
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
LA CROSSE FINANCIAL PLANNING INC.
CRD#: 313361 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 741 |
| AUM (Assets Under Management) | $ 98,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
