Kathryn Wiegrefe has been an investment adviser representative at La Crosse Financial Planning since March 2025, and is not listed among the firm’s executive officers or direct owners.
La Crosse Financial Planning Inc. is an Onalaska, WI firm with $176M under management, 333 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Kathryn Wiegrefe is a financial planner at La Crosse Financial Planning. She has more than a decade of experience in financial planning, with a special focus on professionals, widows and divorced women. Wiegrefe helps individuals and families achieve their financial goals.
Kathryn Wiegrefe’s longest registration was 8 years at Mutual of Omaha Investor Services, Inc. (2016–2025). Before joining La Crosse Financial Planning in 2025, Kathryn Wiegrefe was registered through Mutual of Omaha Investor Services, Inc.
- – present · 1 yearOnalaska, WI · Adviser representative · Firm CRD 313361
- Mutual of Omaha Investor Services, Inc.– · 8 yearsLa Crosse, WI · Adviser representative · Firm CRD 611
Professional designations
Listed by La Crosse Financial Planning
- CFP®
Investment adviser representative registrations
Kathryn Wiegrefe is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- MinnesotaSince 27 March 2025
- WisconsinSince 25 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kathryn Irene Wiegrefe
- CRD
- 6527278
- Firm
- La Crosse Financial Planning · CRD 313361
- Office
- 1131 MAIN STREET, Onalaska, WI 54650
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lacrossefinancialplanning.com
Where does Kathryn Wiegrefe work?
Kathryn Wiegrefe is an investment adviser representative registered through La Crosse Financial Planning Inc. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kathryn Wiegrefe a financial advisor?
Yes. Kathryn Wiegrefe has a current investment-adviser registration in Minnesota and Wisconsin, through La Crosse Financial Planning since March 2025.
How many years of experience does Kathryn Wiegrefe have?
Kathryn Wiegrefe has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has Kathryn Wiegrefe passed?
Kathryn Wiegrefe has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2015. FINRA credited Kathryn Wiegrefe with the SIE, which began in October 2018.
Where did Kathryn Wiegrefe work before La Crosse Financial Planning?
Before La Crosse Financial Planning, Kathryn Wiegrefe was registered through Mutual of Omaha Investor Services, Inc., November 2016 to February 2025.
Where is Kathryn Wiegrefe based?
Kathryn Wiegrefe’s registered office is in Onalaska, WI.
Is Kathryn Wiegrefe registered with FINRA?
No. Kathryn Wiegrefe has no current broker registration.
Is Kathryn Wiegrefe a CFP?
La Crosse Financial Planning lists Kathryn Wiegrefe with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kathryn Wiegrefe biography, lacrossefinancialplanning.com
How can I verify Kathryn Wiegrefe’s record?
Search CRD 6527278 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathryn Wiegrefe’s full registration record.