Katie Gates, financial advisor Aberdeen SD
89 score

Katie Gates

CRD Number: 6192467
Current Firm: Edward Jones

Katie Gates (CRD# 6192467) is an Investment Advisor Representative working at Edward Jones in Aberdeen, SD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2013 - Current 3
Buckstead Photography Hurley, SD Aug 2011 - May 2013 1
Tiezen Memorial Home Parker, SD May 2010 - May 2013 3
Modern Woodmen Of America Sioux Falls, SD Jun 2012 - Dec 2012 < 1
University Of South Dakota Vermillion, SD Jan 2012 - May 2012 < 1
Merchants State Bank Hurley, SD May 2011 - Aug 2011 < 1
Sesdac Inc. Vermillion, SD Sep 2010 - Jun 2011 < 1
University Of South Dakota Vermillion, SD Aug 2009 - May 2010 < 1
Hurley High School Hurley, SD Aug 2002 - Aug 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Katie A. Gates
Phone Number: 314-515-2000
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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