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Karen A Reimer

Osaic Wealth, Inc.

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About Karen A Reimer

Karen Reimer is an Investment Advisor Representative with Osaic Wealth, Inc. Karen has been a licensed professional in the financial services industry since July 27, 1983. Karen has held a variety of roles with different financial firms over the years including SunAmerica Securities, Inc. in Phoenix, AZ and SagePoint Financial, Inc. in Wichita, KS. Currently, Karen is registered with FINRA and has been approved for registration in 37 states. Karen has a wide range of experience, including providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Karen Reimer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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 Reimer’s Registration & Firm History

KS

09/01/2023 - Present

Osaic Wealth, Inc. (WICHITA KS)

KS

10/31/2005 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (WICHITA KS)

AZ

10/31/1989 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

09/15/1988 - 10/31/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

12/03/1984 - 09/17/1988

SOUTHMARK FINANCIAL SERVICES, INC.

NA

07/28/1983 - 12/06/1984

SECURITIES MANAGEMENT & RESEARCH, INC.

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Licenses & Designations

IA

Issued 09/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

BC

Issued 07/27/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karen A Reimer. Review regulatory record here.
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