Kate Pederson has been an investment adviser representative at Advisors Management Group since January 2018, and is not listed among the firm’s executive officers or direct owners. Kate Pederson holds a Bachelor's degree in Finance from the University of Wisconsin – La Crosse.
Advisors Management Group Inc is a La Crosse, WI firm with $820M under management, 1,918 clients and 12 advisers across 3 offices, as of its March 2026 filing.
Kate Pederson is an Investment Advisor Representative and Tax Preparer of Advisors Management Group, based in La Crosse. Before joining the firm she worked in manufacturing and healthcare as a financial analyst. She provides tax planning, investment portfolio management and personalized financial planning services to clients.
- – present · 8 yearsLa Crosse, WI · Adviser representative · Firm CRD 113020
Investment adviser representative registrations
Kate Pederson is registered as an investment adviser representative in Wisconsin, since January 2018.
- WisconsinSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kate Marie Pederson
- CRD
- 6898119
- Firm
- Advisors Management Group · CRD 113020
- Office
- 505 KING ST STE 208, La Crosse, WI 54601
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisorsmanagement.com
Where does Kate Pederson work?
Kate Pederson is an investment adviser representative registered through Advisors Management Group Inc since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kate Pederson a financial advisor?
Yes. Kate Pederson has a current investment-adviser registration in Wisconsin, through Advisors Management Group since January 2018.
How many years of experience does Kate Pederson have?
Kate Pederson has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Kate Pederson passed?
Kate Pederson passed the Series 65 in January 2018.
Where is Kate Pederson based?
Kate Pederson’s registered office is in La Crosse, WI.
Is Kate Pederson registered with FINRA?
No. Kate Pederson has no current broker registration.
How can I verify Kate Pederson’s record?
Search CRD 6898119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kate Pederson’s full registration record.
