Work History
Edward Jones
Edward JonesMay 2017 to Current
FINANCIAL ADVISOR
Katie Christianson
AAMS™
132 West Holum Street, De Forest, WI 53532opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- Intergenerational Planning
About Katie
My clients are serious, long-term investors who value a trusted relationship with tailored financial advice and service.
As your financial advisor, I want you to feel understood, in control, informed and secure. To help ensure this:
1. I want to understand what's most important to you.
2. I use an established process to build personalized strategies to help you achieve your goals.
3. We will partner together throughout your life to help keep you on track.
Part of my disciplined investment process is understanding the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your long-term goals.
The...
As your financial advisor, I want you to feel understood, in control, informed and secure. To help ensure this:
1. I want to understand what's most important to you.
2. I use an established process to build personalized strategies to help you achieve your goals.
3. We will partner together throughout your life to help keep you on track.
Part of my disciplined investment process is understanding the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your long-term goals.
The...
Work History
Edward Jones
Edward JonesMay 2017 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Education
Univ of Wisconsin - Madison
Univ of Wisconsin - MadisonBachelor of Business Admin
Personal Interests
- Traveling
- Chess
- Cooking
- Reading
- Spending Time with Family
Team Members
Kim UnderdahlSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 12:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 12:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
De ForestFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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