Katherine Newgard

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:

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

Current Employers

Employment History

• 10/2023 → Present
  Edward Jones
  St Louis, MO
• 06/2011 → 05/2023
  Optum
  Eden Prairie, MN
• 05/2023 → 10/2023
  Unemployed
  Minneapolis, MN

Other Businesses

Flourish, LLC Type of business: Children's Educational Toys Minneapolis, MN Start date: 5/1/2021 Owner Hours per week: 0 Hours during trading: 0 Desc: I started a company during my MBA program but never actually started doing business under it.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-13

Other Names

• Katherine Shaeffer
• Katie Newgard
• Katie Shaeffer
• Katherine Marie Shaef Newgard