Kate Marie Pederson

Employer firm

Advisors Management Group Inc CRD 113020

$820M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING SERVICES

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

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

Current Employers

Employment History

• 12/2017 → 01/2018
  Advisors Management Group
  Lacrosse, WI
• 02/2014 → 12/2017
  Logistics Health
  Lacrosse, WI
• 01/2018 → Present
  Advisors Management Group
  Lacrosse, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-16

Other Names

• Kate Marie Gehring
• Kate Pederson