Karen Dins (CRD# 6455640) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 8 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Apr 2023 - Current | 1 |
| Terra Wealth Management, LLC | Wausau, WI | Sep 2022 - Current | 1 |
| Thompson Financial Group | Wausau, WI | May 2018 - Sep 2022 | 4 |
| Pfs Investments Inc. | Wausau, WI | Apr 2015 - Sep 2022 | 7 |
| Primerica Financial Services | Wausau, WI | Jul 2014 - Sep 2022 | 8 |
| Cedar Creek Manor | Mosinee, WI | Feb 2019 - Aug 2021 | 2 |
| Graebel | Wausau, WI | Apr 1994 - May 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- WI
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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.