Kathleen Pederson, financial advisor Milwaukee WI
93 score

Kathleen Pederson

CRD Number: 5320577
Current Firm: Jacobus Wealth Management Inc.

Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jacobus Wealth Management, Inc. Milwaukee, WI Apr 2009 - Current 7
Unemployed Milwaukee, WI Mar 2009 - Apr 2009 < 1
Ameriprise Financial Services Brookfield, WI Mar 2009 - Mar 2009 < 1
Merrill Lynch Mequon, WI Apr 2007 - Dec 2008 1
Unemployed Mequon, WI Aug 2006 - Apr 2007 < 1
Oak Creek Franklin School District Oak Creek, WI Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Kathleen S. Pederson
Phone Number: 414-475-6565
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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