portrait of Katie Bedward

About Katie

As a financial advisor, my commitment is to help people discover and achieve their personal and financial goals in a friendly, welcoming atmosphere.

I've lived in a small, rural community most of my life. A community that comes together when needed most, where the days are filled with a wave and a smile and friends and neighbors feel more like family. That's why, years ago, I chose a career with Edward Jones. My passion lies in helping individual investors in the local communities I serve. I get to know my clients on a personal level by building trusted relationships and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,PlattevilleBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Hiking
  • Music
  • Traveling
  • Cooking

Team Members

  • Amy Geishert
    Sr. Branch Office Administrator
  • Donna Bodinet
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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