Karen Ogden, financial advisor Ridgefield CT

Karen Ogden

CRD Number: 4844105
Current Firm: Purkiss Capital Advisors, LLC

Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Purkiss Capital Advisors, LLC in Ridgefield, CT and has 1 year of experience in the finance industry. Karen Ogden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purkiss Capital Advisors, Inc. Ridgefield, CT Oct 2021 - Current < 1
Guggenheim Securities, LLC New York, NY Nov 2016 - Sep 2021 4
Unemployed Ridgefield, CT Jun 2016 - Oct 2016 < 1
Woodcock Nature Center Wilton, CT Sep 2015 - May 2016 < 1
Amherst Pierpont Securities LLC Stamford, CT Oct 2009 - Jun 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2021
Contact Info for Karen Ogden
Phone Number: 203-431-5862
Registered State(s):
  • CT
  • TX
Current Firm Details
Purkiss Capital Advisors, LLC
Firm's CRD Number: 124324
By the Numbers
  • Total Assets Under Management
    492
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,893,837
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MA, ME, NH, NJ, NY, PA, TX

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