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Karen A Egbert

Mariner Independent

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About Karen A Egbert

Karen Egbert is a registered investment advisor representative with Mariner Independent in Bellingham, Washington. Karen has been in the financial services industry for over 30 years. Karen has a Series 7 and Series 66 license and also holds the SIE designation. Karen provides financial planning and portfolio management services to individuals and businesses. Karen has worked with UBS Financial Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PURSHE KAPLAN STERLING INVESTMENTS.

Firm Information

Karen Egbert is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Karen Egbert’s Registration & Firm History

WA

04/22/2022 - Present

Mariner Independent (Bellingham WA)

WA

04/22/2022 - 10/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Bellingham WA)

WA

05/13/2015 - 05/03/2022

UBS FINANCIAL SERVICES INC. (BELLINGHAM WA)

WA

10/10/2013 - 05/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 12/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen A Egbert.
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