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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Lynn Bennett is a financial advisor with LPL Financial LLC, a registered investment advisor. Kara has been in the industry since 1994 and has experience providing financial planning and consulting services to individuals, families, and businesses. Kara holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. In addition to her work with LPL Financial, Kara is a licensed insurance agent, specializing in non-variable insurance. She is committed to helping clients achieve their financial goals through a personalized approach.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/02/2004 - Present
LPL Financial LLC (KANSAS CITY MO)
CT
02/08/2000 - 07/07/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MO
11/05/1996 - 01/04/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MN
10/27/1994 - 11/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1994 - 11/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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