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KATHLEEN SCHLINTZ PEDERSON
KATHLEEN PEDERSON, KATHLEEN IONE SCHLINTZ
CRD#: 5320577
IA
Investment Adviser
PORTSIDE INVESTMENT ADVISORS, LLCCRD#: 294494 1091 SHIELING LN
SUITE 140
PORT WASHINGTON, WI 53074
Registration History
2008201020122014201620182020202220242026IAPORTSIDE INVESTMENT ADVISORS, LLC (CRD# 294494)2019 - Present (6 years)IAJACOBUS WEALTH MANAGEMENT INC (CRD# 106777)2009 - 2017 (8 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2007 - 2009 (1 year)
License(s)

State Registrations

IA
Wisconsin 1/24/2019

Current Registration(s)
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PORTSIDE INVESTMENT ADVISORS, LLC (CRD#:294494)
1091 SHIELING LN SUITE 140, PORT WASHINGTON, WI 53074
Registered with this firm since 1/24/2019

Previous Registration(s)
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04/20/2009 - 12/12/2017 JACOBUS WEALTH MANAGEMENT INC (CRD#:106777) MILWAUKEE, WI
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10/24/2007 - 01/05/2009 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MEQUON, WI
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