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Kathryn Wiegrefe is a seasoned financial advisor with 9+ years of experience in insurance, financial planning, and leadership. She holds a Bachelor's Degree in Finance and Financial Management Services from the University of Wisconsin-La Crosse, and is licensed in both Wisconsin and Minnesota. Kathryn has worked as a Financial Advisor for Mutual of Omaha, a Finance Management Technician for the Minnesota Army National Guard, and a Representative for Family Financial Group Inc.

Credentials

  • State of Wisconsin Insurance Licenses: Life and Accident & Health
    Wisconsin Office of the Commissioner of Insurance
    Sep, 2014
    - Apr, 2026
  • State of Minnesota Insurance Licenses: Life and Accident & Health
    Minnesota Office of the Commissioner of Insurance

Experience

  • Mutual of Omaha
    • 100 Harborview Plaza, STE C4, La Crosse, WI 54601
    • Financial Advisor
      • Apr 2015 - Present
      • 100 Harborview Plaza, STE C4, La Crosse, WI 54601

      Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: WI ‎and MN 2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

    • Finance Management Technician
      • Sep 2009 - Sep 2015

      -Disburse cash-Customer service-Resolve pay problems-Code pay and entitlements in pay system-Send daily command reports-Train lower enlisted soldiers-Lead squad of 6 soldiers

    • Representative
      • Oct 2014 - Mar 2015
      • Holmen, WI

      -Comprehensive financial coaching and advising-Term life insurance-Health insurance-Disability insurance-Long-term care insurance-Budgeting-Retirement planning-Kids' college funding-Investment advising-Debt reduction

Education

  • 2009 - 2014
    University of Wisconsin-La Crosse
    Bachelor’s Degree, Finance and Financial Management Services

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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