Kate Petersen
"At the end of the day, I find satisfaction in taking the complexities of retirement plans and making them easy for my clients to understand."
Education:
Kate attended Iowa State University.
Experience:
Kate has over 25 years of financial services experience.
Credentials:
- Life insurance license
- Series 6 & 63 securities registrations held through LPL Financial
Personal Life:
Outside of work Kate enjoys volunteering as a director for her local library, pitching in at the food bank and helping out the Friends of Iowa Public Radio. When Kate needs to decompress and get away from it all, she can be found kayaking, taking a jog or simply reading on her back porch with coffee in hand.
Get in touch!
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |