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Kathleen Marie Bedward

Advisor at Edward Jones — Richland Center, WI

Updated today

Credentials

Series 66

Experience

13 years

Location

Richland Center, WI 53581

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kathleen Bedward is a Series 66 licensed financial advisor with Edward Jones in Richland Center, Wisconsin, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Riverdale Basketball Club in Muscoda, Wisconsin, helping organize the basketball program and related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Richland Center, WI

101 S Church St

Richland Center WI 53581

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott K

Series 66

Lone Rock, WI

First Command Advisory Services

Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Terry S

Series 66

Richland Center, WI

Commonwealth Financial Network

Terry Sebranek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 credential and has previously worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory work, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph B

Series 66

Richland Center, WI

Commonwealth Financial Network

Joseph Brown is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has nine years of industry experience and has previously worked with Navigate Wealth LLC and the firm Rewald, Sebranek, & Frawley. Brown serves as a board member for the Ithaca Public School in Richland Center, WI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, third-party asset manager access, and custody and clearing solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brandi W

Series 63, Series 65

Blue River, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kaleb F

Series 66

Richland Center, WI

Commonwealth Financial Network

Kaleb Frawley is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory role, he owns RSF Group, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kim L

ChFC®, Series 63

Richland Center, WI

Eagle Strategies (NY Life)

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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