Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Roehrich is a financial advisor with over 16 years of experience in the industry. Currently, Karen is registered with Wealth Enhancement Advisory Services, LLC and LPL Financial LLC, in the state of Minnesota. Karen provides investment advisory services through Wealth Enhancement Advisory, an independent investment advisor firm, in addition to her role at LPL Financial. Karen has experience in providing financial planning, pension consulting, and educational seminars. Previous employers include J.W. Cole Financial, Inc., Financial Advisers of America, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Karen specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/01/2023 - Present
Wealth Enhancement Advisory Services, LLC (WAYZATA MN)
MN
05/10/2013 - 05/02/2023
J.W. COLE FINANCIAL, INC. (WAYZATA MN)
MN
01/25/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (WAYZATA MN)
MN
03/13/2007 - 01/15/2010
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
03/13/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Roehrich is the right advisor for you? Invested Better is here to help.
