Karen Weber, financial advisor New Holstein WI
89 score

Karen Weber

CRD Number: 5909494
Current Firm: Sii Investments, Inc.

Karen Weber (CRD# 5909494) is an Investment Advisor Representative working at Sii Investments, Inc. in New Holstein, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. New Holstein, WI Jun 2013 - Current 3
Belke Financial Group New Holstein, WI Apr 2011 - Current 5
Judy Belke New Holstein, WI Dec 1999 - Dec 2012 13
Secura Appleton, WI Jun 2009 - Apr 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Karen L. Weber
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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