Melissa Karpen, financial advisor Bellevue WA

Melissa Karpen

CRD Number: 5871301
Current Firm: Trutina Financial

Melissa Karpen (CRD# 5871301) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners Llc (captrust) Raleigh, NC Nov 2023 - Current < 1
Capfinancial Securities LLC Raleigh, NC Nov 2023 - Current < 1
Private Client Services Louisville, KY Feb 2016 - Nov 2023 7
Trutina Financial Bellevue, WA Jan 2016 - Nov 2023 7
Kms Financial Services, Inc. Seattle, WA Jul 2014 - Jan 2016 1
Edward Jones St Louis, MO Jan 2012 - Jul 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Melissa A. Karpen
Phone Number: 425-401-1211
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    942
    MILLIONS
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $841,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, IA, OR, TX, WA

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