Kathryn Iverson (CRD# 7343674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Roseville, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Roseville, MN | Mar 2023 - Current | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Feb 2021 - Current | 3 |
| North Star Abnk | Roseville, MN | Feb 2021 - Current | 3 |
| Grandview Lodge | Nisswa, MN | Jan 2021 - Current | 3 |
| Unemployment | Nisswa, MN | Sep 2020 - Feb 2021 | < 1 |
| Grandview Lodge | Nisswa, MN | Jun 2020 - Sep 2020 | < 1 |
| Joshin | Shoreview, MN | Apr 2019 - May 2020 | 1 |
| University Of Kansas | Lawrence, KS | Aug 2019 - Apr 2020 | < 1 |
| Main Street Ale House | Nisswa, MN | Apr 2019 - Aug 2019 | < 1 |
| University Of Kansas | Lawrence, KS | Aug 2018 - Apr 2019 | < 1 |
| Big Axe Brewing | Nisswa, MN | Apr 2018 - Aug 2018 | < 1 |
| University Of Kansas | Lawrence, KS | Aug 2017 - Apr 2018 | < 1 |
| University Of Kansas | Lawrence, KS | Oct 2017 - Nov 2017 | < 1 |
| Indulge Your Senses | Nisswa, MN | Mar 2014 - Aug 2017 | 3 |
| Bar Harbor Supper Club | Lake Shore, MN | Jun 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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