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B Karen Conrad

Sycamore Financial Group

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About B Karen Conrad

B Karen Conrad is a financial professional with over 20 years of experience in the industry. B has been with Sycamore Financial Group since January 7, 2003. The firm offers a variety of financial services, including portfolio management for individuals and financial planning. Sycamore Financial Group has approximately $665 million in assets under management. B holds a Series 63 and a Series 11 license. B is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

B Conrad is currently registered with Sycamore Financial Group. Sycamore Financial Group is a corporation that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Founded in 1983, the firm is headquartered in Kokomo, Indiana, and has a team of 4 investment adviser representatives. Sycamore Financial Group manages approximately $665.6 million in assets and is registered with the SEC and in 21 states.
Sycamore Financial Group

2713 ROCKFORD LANE

KOKOMO, IN 46902

$665.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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B Conrad’s Registration & Firm History

IN

01/07/2003 - Present

Sycamore Financial Group (ANDERSON IN)

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Licenses & Designations

BC

Issued 12/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2001

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for B Karen Conrad.
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