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Katie L Kohn

Edward Jones

Beaver Dam, WI

CRD 8191518

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-23
WI RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-04-23
  • WI RA
    APPROVED
    Since 2026-01-30

Branch Locations

1748 N Spring Street, Beaver Dam, WI 53916 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 12/2025 Present
Armor Animal Health Beaver Dam WI 08/2008 12/2025
  • 12/2025 → Present
    St. Louis, MO
  • 08/2008 → 12/2025
    Armor Animal Health
    Beaver Dam, WI
Other Businesses

Lace Nook LLC Type of business: Home Decor Retail/E-Commerce Reeseville, WI Start date: 10/6/2023 Owner Hours per week: 2 Hours during trading: 0 Manage website, sales, orders, finances.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-29
  • S66 Uniform Combined State Law Examination
    2026-01-29
Other Names
  • Katie Lynn Flagel

View on SEC IAPD

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