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Karen A Meinz

Advisor Resource Council

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About Karen A Meinz

Karen Meinz is a financial advisor at Advisor Resource Council, a registered investment advisor firm. Karen has been in the financial industry since 2006 and is registered with the state of Texas. Karen specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and non-profit organizations. Karen has a strong commitment to helping her clients achieve their financial goals.

Firm Information

Karen Meinz is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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 Meinz’s Registration & Firm History

TX

01/28/2013 - Present

Advisor Resource Council (DALLAS TX)

TX

03/30/2011 - 10/27/2023

LPL FINANCIAL LLC (SOUTHLAKE TX)

TX

10/17/2006 - 03/31/2011

EDWARD JONES (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen A Meinz.
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