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Katherine Rose Licau Gifford

Klcm Advisors, Inc.

Milwaukee, WI

CRD 6465260

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Employer firm

Klcm Advisors, Inc. CRD 107847

$1.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Klcm Advisors, Inc.

330 E Kilbourn Avenue Suite 1050, Milwaukee, WI 53202-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-09-12
  • WI RA
    APPROVED
    Since 2023-09-12

Branch Locations

330 E Kilbourn Avenue Suite 1050, Milwaukee, WI 53202-6615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klcm Advisors Inc. Milwaukee WI 06/2004 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Katherine Rose Licau

View on SEC IAPD

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Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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