Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lea Brouhard is a financial advisor with Private Client Services, LLC. Karen has been in the financial services industry since May 2005. Karen holds Series 6 and Series 63 licenses and is registered in Kansas. Karen has prior experience with Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Karen specializes in working with high net worth individuals, corporations, and businesses.
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.
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.
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2
KS
04/25/2018 - Present
Private Client Services, LLC (Overland Park KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
04/06/2007 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
MN
09/01/1995 - 06/10/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NY
07/14/1995 - 09/06/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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