Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
F
FINRA
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