Kathryn Irene Wiegrefe
Investment adviser representative at Fiduciary Financial Planning Network
12 yearsExperience
2 statesRegistered in
$175.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Fiduciary Financial Planning NetworkMar 2025 to now
- Mutual of OmahaApr 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Fiduciary Financial Planning Network
Legal name: La Crosse Financial Planning Inc.
$175.7MAssets managed
333Clients
6Advisers
Under 1 yearIn 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
- 6527278
- Firm CRD
- 313361