Karlyn Etheridge
CRD Number: 5233299Current Firm: United Planners' Financial Services Of America A Limited Partner
Karlyn Etheridge (CRD# 5233299) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karlyn R. Etheridge | Eau Claire, WI | Oct 2020 - Current | 3 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Sep 2020 - Current | 3 |
| Decades Financial, LLC | Eau Claire, WI | Aug 2020 - Current | 3 |
| Decades Financial, LLC | Eau Claire, WI | Oct 2010 - Current | 13 |
| Insurance - Licensed Agent | Eau Claire, WI | Jun 2008 - Current | 15 |
| Karlyn Etheridge | Eau Claire, WI | Jun 2008 - Current | 15 |
| Tek. Cattle | Eau Claire, WI | Jan 1990 - Current | 34 |
| Lpl Financial LLC | Altoona, WI | Jun 2020 - Aug 2020 | < 1 |
| Great Valley Advisor Group | Wilmington, DE | Jun 2020 - Aug 2020 | < 1 |
| Bernicke Wealth Management, Ltd. | Altoona, WI | Jun 2016 - Aug 2020 | 4 |
| Triad Advisors, LLC | Altoona, WI | Jan 2018 - Jun 2020 | 2 |
| Triad Advisors, Inc. | Altoona, WI | Jun 2016 - Dec 2017 | 1 |
| West Services, Inc. | Eau Claire, WI | Aug 2006 - Oct 2016 | 10 |
| Triad Advisors, Inc. | Eau Claire, WI | Oct 2012 - Jun 2016 | 3 |
| Bernicke & Associates, Ltd. | Eau Claire, WI | Oct 2012 - Jun 2016 | 3 |
| Bernicke & Associates, Ltd. | Eau Claire, WI | Aug 2006 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- WI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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