Karen Szczepkowski, financial advisor Naples FL
93 score

Karen Szczepkowski

CRD Number: 1223133
Current Firm: Wells Fargo Advisors, LLC

Karen Szczepkowski (CRD# 1223133) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Naples, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Naples, FL May 2009 - Current 7
Wachovia Securities, LLC Marco Island, FL Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Naples, FL Oct 1983 - Jan 2008 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Karen L. Szczepkowski
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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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