Katherine Hagman
Katherine Hagman is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wichita, KS, with 13 years of industry experience. Katherine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
8415 E 21st St N Ste 220, Wichita, KS, 67206
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine is an independent insurance broker specializing in long-term care since 2020. She also co-owns Triptych LLC and Patchwork FS LLC, managing the Ameriprise business for both, and serves on the board of directors and as treasurer for Hagman, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations23 states
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
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