Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Vanleeuwen is a financial advisor with Next Financial Group, Inc. Karen has been in the financial industry since 2003 and holds a Series 7, Series 63, and Series 65 license. Karen also has a background in insurance and farming. Karen's clients include individuals, corporations, charitable organizations, and pension and profit-sharing plans. Karen provides financial planning, portfolio management, pension consulting, and educational seminars. Karen is registered in Colorado, Kansas, Missouri, Oklahoma, and Texas.
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.
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.
Seminar/workshop attendance fees
1
2
KS
06/25/2024 - Present
Next Financial Group, Inc. (PITTSBURG KS)
KS
09/05/2003 - 11/14/2007
WACHOVIA SECURITIES, LLC (PITTSBURG KS)
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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