Karen Wulff, financial advisor Madison WI
93 score

Karen Wulff

CRD Number: 1024645
Current Firm: Edward Jones

Karen Wulff (CRD# 1024645) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2011 - Current 5
Unemployed Madison, WI Jun 2011 - Sep 2011 < 1
Hardesty Hackett Madison, WI Feb 2011 - Jun 2011 < 1
Great Lakes Roofing Mcfarland, WI Sep 2009 - Jan 2011 1
Unemployed Madison, WI Apr 2007 - Sep 2009 2
Morgan Stanley & Company, Incorporated Madison, WI Apr 2007 - Apr 2007 < 1
Morgan Stanley Madison, WI Feb 2003 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Dec 1995
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Karen P. Wulff
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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