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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
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.