Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Wilhelms is a financial advisor with MMA Securities LLC. Karen has been in the financial services industry since 2014. Karen holds Series 7, Series 66 and SIE licenses. Karen also holds the designation of Certified Financial Planner. Karen has experience providing advisory services to retirement plan participants. Karen previously worked for Thrivent Investment Management Inc and Concordia Plan Services. Karen is registered as an Investment Advisor Representative in Missouri.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
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MA
08/22/2023 - Present
MMA Securities LLC (Boston MA)
MO
08/06/2014 - 01/27/2017
THRIVENT INVESTMENT MANAGEMENT INC. (O FALLON MO)
BOTH
Issued 08/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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