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Karen Deborah Morse

626 Financial, LLC

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About Karen Deborah Morse

Karen Deborah Morse is a financial advisor with over 20 years of experience in the industry. Karen is currently registered with 626 Financial, LLC as an Investment Advisor Representative. Karen's prior experience includes roles at LPL Financial LLC, Oppenheimer & Co. Inc., UBS Financial Services Inc. and Robert W. Baird & Co. Incorporated. Karen is licensed in Michigan and holds Series 7, 63, and 66 licenses. Karen provides financial planning, portfolio management and pension consulting services.

Firm Information

Karen Morse is currently registered with 626 Financial, LLC. 626 Financial, LLC is an investment advisor registered with the SEC and located in Portage, Michigan. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. 626 Financial has approximately $287 million in regulatory assets under management and a team of 3 licensed agents and 5 investment adviser representatives. They are also participants in wrap fee programs.
626 Financial, LLC

7950 MOORSBRIDGE ROAD

PORTAGE, MI 49024

$287.21M

Assets Under Management

Not reported

Total Clients

5

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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percentage of assets

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

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Karen Morse’s Registration & Firm History

MI

03/31/2021 - Present

626 Financial, LLC (PORTAGE MI)

MI

02/22/2018 - 09/23/2021

LPL FINANCIAL LLC (PORTAGE MI)

MI

04/03/2007 - 02/23/2018

OPPENHEIMER & CO. INC. (KALAMAZOO MI)

TN

09/13/2005 - 08/01/2006

UBS FINANCIAL SERVICES INC. (MEMPHIS TN)

WI

05/15/1992 - 07/21/2004

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 06/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Deborah Morse.
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