KF
KF

Kathleen Freiderich

33 Years of Experience
Wayzata, MN
Broker

Kathleen Freiderich is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

681 Lake Street E., Suite 354, Wayzata, MN, 55391-1758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kathleen is a notary in the state of Minnesota since 1995. This is a non-profit activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2026 - Present · 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 2 mos
Previous Registrations
UBS Financial Services INC.
February 2014 - March 2026 · 12 yrs 1 mo
UBS Financial Services INC.Broker
August 2006 - March 2026 · 19 yrs 7 mos
Piper Jaffray & CO.Broker
June 2002 - August 2006 · 4 yrs 2 mos
Salomon Smith Barney INC.Broker
July 1993 - June 2002 · 8 yrs 11 mos
Lehman Brothers INC.Broker
December 1992 - July 1993 · 7 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kathleen Freiderich - Financial Advisor | TrueAdvisor