Karen Poppema, financial advisor Grand Rapids MI

Karen Poppema

CRD Number: 4278839
Current Firm: Raymond James & Associates, Inc.

Karen Poppema (CRD# 4278839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Rapids, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Inc. Grand Rapids, MI Sep 2020 - Current 3
Morgan Stanley Grand Rapids, MI Jun 2019 - Sep 2020 1
Fedex Ground Walker, MI Feb 2019 - May 2019 < 1
Unemployed Lowell, MI Jan 2019 - Feb 2019 < 1
Benjamin F Edwards & Company Grand Rapids, MI Apr 2014 - Dec 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Karen L. Poppema
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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