Karen Kroon-HarrisCRD Number: 1639089
Current Firm: Northern Trust Securities, Inc.
Karen Kroon-Harris (CRD# 1639089) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Chicago, IL and has over 34 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Northern Trust Securities Inc.||Chicago, IL||Sep 2015 - Current||6|
|Northern Trust Bank||Chicago, IL||Feb 2014 - Current||7|
|Cn&t||Glenview, IL||Dec 2012 - Feb 2014||1|
|Ge School District 41||Glen Ellyn, IL||Aug 2006 - Feb 2014||7|
|Case||Glendale Heights, IL||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management620MILLIONS
Total Number of Accounts1,471ACCOUNTS
Average Account Value$421,290
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.