Karine Beard, financial advisor Castle Rock CO

Karine Beard

CRD Number: 1021375
Current Firm: Clarus Wealth Advisors, LLC

Karine Beard (CRD# 1021375) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Castle Rock, CO and has over 25 years of experience in the finance industry. Karine Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Client Services Castle Rock, CO Oct 2023 - Current < 1
Clarus Wealth Advisors, LLC Peoria, AZ Aug 2017 - Current 6
Wfg Investments Inc. Peoria, AZ Aug 2009 - Aug 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Karine R. Beard
Phone Number: 623-583-6840
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $253,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA

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