Terry Peschl & Associates
41yrs
Top advisor by experience in Watertown
4yrs
Katherine Danforth is a fiduciary financial advisor in Watertown, South Dakota, with 4 years in the industry. Katherine joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 43 advisors with offices in Watertown, and one of 42 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office120 5th Street SE, Watertown, SD 57201
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Katherine
How do I contact Katherine?
Call Edward Jones at 314-515-2000 and ask for Katherine Danforth. Katherine works from the Watertown, SD office.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Katherine hold?
Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Katherine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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