Katherine Kay Hagman
Investment adviser representative at Ameriprise Financial Services, LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Ameriprise Financial Services, IncFeb 2020 to now
- Cetera Investment Advisers LLCJan 2018 to Feb 2020
- Cetera Investment Services LLCJan 2018 to Feb 2020
- Equity BankJan 2017 to Feb 2020
- Invest Financial CorpJan 2017 to Dec 2017
- Ameriprise Financial Services, Inc.Apr 2014 to Dec 2016
- Hagman Hilltop Farms, Inc.Jan 1992 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6106036
- Firm CRD
- 6363