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Katherine Ann Christoferson

MCCOLLUM CHRISTOFERSON GROUP, LLC·AMHERST, New York
SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredMCCOLLUM CHRISTOFERSON GROUP, LLC
500 CORPORATE PARKWAY, AMHERST, NY 14226-1263CRD# 1133584Firm CRD# 268812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Ann Christoferson · AMHERST, NY
Registration
CRD #1133584 · MCCOLLUM CHRISTOFERSON GROUP, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MCCOLLUM CHRISTOFERSON GROUP, LLC
Jun 2021 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Feb 2012 – Nov 2015
AMHERST, NY
HAROLD C. BROWN & CO., INC.
Sep 2002 – Feb 2003
BUFFALO, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 18, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812 · SEC 801-106540
AUM
$421M
Regulatory assets under management
Employees
6
710 client accounts
Services offered by MCCOLLUM CHRISTOFERSON GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCCOLLUM CHRISTOFERSON GROUP, LLC →
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05

Frequently Asked Questions

What services does Katherine Ann Christoferson offer?
Katherine Ann Christoferson specializes in Financial Planning, Investment Management. Contact their office in AMHERST, New York for a consultation.
What are Katherine Ann Christoferson's credentials?
Katherine Ann Christoferson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Ann Christoferson located?
Katherine Ann Christoferson is based in AMHERST, New York, working with MCCOLLUM CHRISTOFERSON GROUP, LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Katherine Ann Christoferson charge for services?
Katherine Ann Christoferson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCOLLUM CHRISTOFERSON GROUP, LLC?
MCCOLLUM CHRISTOFERSON GROUP, LLC has approximately 6 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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