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KP

Kate M. Pederson

ADVISORS MANAGEMENT GROUP
La Crosse, WI 54601
Some features on this profile are disabled
CRD#: 6898119
KP

Professional summary

Kate Marie Pederson, who also goes by Kate Marie Gehring, Kate Pederson, is a registered financial advisor currently at ADVISORS MANAGEMENT GROUP INC located in La Crosse, Wisconsin.

Kate is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kate has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kate Marie Gehring | Kate Pederson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kate Marie Pederson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 16, 2018 - Present

ADVISORS MANAGEMENT GROUP INC

Office #1: 505 King St Ste 208, La Crosse, WI 54601
RIA
CRD#: 113020
La Crosse, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AM
ADVISORS MANAGEMENT GROUP INC
ADVISORS MANAGEMENT GROUP INC

CRD#: 113020 / SEC#: 801-33545

RIA
Registered Investment Advisory firm - (2/13/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(1/16/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2018
Uniform Investment Adviser Law Examination

Current Firm

AM
ADVISORS MANAGEMENT GROUP INC
ADVISORS MANAGEMENT GROUP INC

CRD#: 113020 / SEC#: 801-33545

RIA
Registered Investment Advisory firm - (2/13/1989 Approved)
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Contact information

Main Address
505 King St Ste 208, La Crosse, WI 54601
Mailing Address
Phone number
(608) 782-0200
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/15/2025)

Regulatory assets under management

Total Number of Accounts4,862
AUM (Assets Under Management)$ 712,612,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADVISORS MANAGEMENT GROUP INC

CRD#: 113020La Crosse, WI 54601

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