Karen Warner (CRD# 2124324) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, MI and has over 20 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Clinton Township, MI | Jun 2019 - Current | 5 |
| Jp Morgan Chase Bank Na | Troy, MI | Dec 2018 - Jun 2019 | < 1 |
| J.p. Morgan Securities LLC | Troy, MI | Dec 2018 - Jun 2019 | < 1 |
| Unemployed | Sterling Heights, MI | May 2018 - Dec 2018 | < 1 |
| Ubs Financial Services Inc. | Birmingham, MI | Dec 2017 - May 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Birmingham, MI | Mar 2014 - Dec 2017 | 3 |
| Wells Fargo Advisors LLC | Birmingham, MI | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.