Katherine PetersonCRD Number: 4572774
Current Firm: H.d. Vest Advisory Services, Inc.
Katherine Peterson (CRD# 4572774) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Plymouth, MN and has over 15 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|H.d. Vest Advisory Services||Plymouth, MN||Jan 2011 - Current||7|
|H.d. Vest Investment Services||Plymouth, MN||Jan 2011 - Current||7|
|Transamerica Financial Advisors, Inc.||Saint Paul, MN||Oct 2009 - Jan 2011||1|
|Transamerica Life Insurance Company||Purchase, NY||Oct 2009 - Jan 2011||1|
|Transamerica Retirement Management||Saint Paul, MN||Oct 2009 - Jan 2011||1|
|Oak Ridge Financial Services Group, Inc.||Golden Valley, MN||Aug 2009 - Sep 2009||< 1|
|Unemployed||Plymouth, MN||Jun 2009 - Aug 2009||< 1|
|Financial Network Investment Corp.||El Segundo, CA||Aug 2002 - Jun 2009||6|
|O'donnell Associates||Edina, MN||Jan 2002 - Apr 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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