Katherine Ann Gudgel

Employer firm

Gilbert & Cook, Inc. CRD 283112

$1.70B regulatory AUM 10 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 07/2022
  Principal Financial Group
  Des Moines, IA
• 05/2013 → 07/2022
  Princor Financial
  Des Moines, IA
• 11/2022 → Present
  Gilbert And Cook, Inc.
  Des Moines, IA
• 07/2022 → 11/2022
  Unemplyed
  Des Moines, IA

Previous Registrations

• 2013-08-08 → 2017-02-23
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

Juice Plus Company - franchise owner - non investment related - not during trading hours

Designations

• Chartered Financial Analyst

Other Names

• Kate Stephenitch
• Katherine Ann Stephenitch
• Katherine Ann Stephenitch