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Katherine Rose Licau Gifford

KLCM ADVISORS, INC.·MILWAUKEE, Wisconsin
Unclaimed Profile
330 E KILBOURN AVENUE, MILWAUKEE, WI 53202-6615CRD# 6465260Firm CRD# 107847
01

About

Katherine Rose Licau Gifford is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with KLCM ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KLCM ADVISORS, INC.
KLCM ADVISORS, INC.
AUM
$1.2B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KLCM ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6465260
Firm CRD# 107847
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Rose Licau Gifford offer?
Katherine Rose Licau Gifford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Katherine Rose Licau Gifford's credentials?
Katherine Rose Licau Gifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Rose Licau Gifford located?
Katherine Rose Licau Gifford is based in MILWAUKEE, Wisconsin, working with KLCM ADVISORS, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Katherine Rose Licau Gifford charge for services?
Katherine Rose Licau Gifford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KLCM ADVISORS, INC.?
KLCM ADVISORS, INC. has approximately 11 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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