LSB Wealth Management

Kate Petersen

Kate Petersen
Vice President/Retirement Plan Services | LPL Financial Representative
242 Tower Park Drive
Waterloo, IA 50701

"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."

Kate Petersen


Kate attended Iowa State University.


Kate has over 25 years of financial services experience.


  • 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!

Request a Free Consultation with Kate

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 are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through LSB Capital Management, Inc., a registered investment advisor and separate entity from LPL Financial.  Lincoln Savings Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name LSB Wealth Management, and may also be employees of Lincoln Saving 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, and advisory services offered through LSB Capital Management, Inc. are: 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value



LPL Financial Form CRS