Kate Pederson (CRD# 6898119) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 6 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Management Group | Lacrosse, WI | Jan 2018 - Current | 6 |
| Advisors Management Group | Lacrosse, WI | Dec 2017 - Jan 2018 | < 1 |
| Logistics Health | Lacrosse, WI | Feb 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- WI
-
Total Assets Under Management615MILLIONS
-
Total Number of Accounts4,689ACCOUNTS
-
Average Account Value$131,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MT, NC, NE, NH, OH, SC, TX, WA, WI
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