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Karen K Wegner

Cliftonlarsonallen Wealth Advisors, LLC

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About Karen K Wegner

Karen Wegner is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC. Karen has been in the securities industry since October 24, 2016. Karen is registered with the state of Minnesota. Karen previously worked at LPL Financial LLC in Maple Grove, MN and Waddell & Reed in Maple Grove, MN.

Firm Information

Karen Wegner is currently registered with Cliftonlarsonallen Wealth Advisors, LLC. CliftonLarsonAllen Wealth Advisors, LLC is a Limited Liability Company headquartered in Minneapolis, Minnesota. Formed in February 1995, the firm offers a wide range of financial advisory services, including financial planning, pension consulting, and educational seminars. They serve a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm is registered with the Securities and Exchange Commission and has a strong track record of providing personalized and comprehensive financial advice. They manage approximately $7.98 billion in assets across 19,942 accounts.
Cliftonlarsonallen Wealth Advisors, LLC

220 SOUTH 6TH STREET

MINNEAPOLIS, MN 55402-1418

$7.98B

Assets Under Management

747

Total Clients

101

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 Wegner’s Registration & Firm History

MN

04/22/2018 - Present

Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)

MN

02/02/2017 - 03/23/2018

LPL FINANCIAL LLC (MAPLE GROVE MN)

MN

06/28/2016 - 10/29/2016

WADDELL & REED (MAPLE GROVE MN)

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Licenses & Designations

BOTH

Issued 03/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karen K Wegner. Review regulatory record here.
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