Unclaimed
Kara Lynn Jett is a financial advisor with over 29 years of experience in the industry. Kara is currently registered with LPL Financial LLC and Western Wealth Management LLC. Kara has a wide range of experience in providing financial advice and services to individuals, businesses, and institutions. Kara holds several licenses and certifications, including Series 6, Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65.
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
CO
10/05/2022 - Present
LPL Financial LLC (GOLDEN CO)
KS
01/27/2011 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
MO
02/17/2010 - 01/26/2011
BURCH & COMPANY, INC (KANSAS CITY MO)
MO
10/05/2009 - 01/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
02/20/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
MA
08/14/2000 - 03/26/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
08/04/1998 - 04/07/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
01/07/1993 - 07/07/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
04/17/1991 - 08/28/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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