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Kate Petersen

Kate PetersenKate Petersen
VP / Retirement Plan Services 
242 Tower Park Drive
Waterloo, IA 50701
Phone: 319-233-1900
Toll-Free: (866) 235-2098

"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."


About Kate Petersen

Since joining the LSB team over 20 years ago, it’s been a privilege to be a part of this progressive organization. I have a strong connection to LSB and its rural roots since I, too, have rural roots, having grown up on a farm in northwest Iowa. Outside of work I enjoy volunteering as a director for my local library, pitching in at the food bank and helping out the Friends of Iowa Public Radio. When I need to decompress and get away from it all, I can be found kayaking, taking a jog or simply reading on my back porch with coffee in hand.

Credentials

  • BS- Iowa State University
  • Certified Retirement Services Professional- Institute of Certified Bankers
  • Cannon Financial Institute- Employee Benefits School
  • Over 25 years of Financial Services Experience

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