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Karen Louise Garcia

Geowealth Management LLC

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About Karen Louise Garcia

Karen Louise Garcia is a registered Investment Advisor Representative with GeoWealth Management LLC in Chicago, Illinois. Karen Garcia has been in the financial services industry since 1988. Karen Garcia also has experience with First Western Financial, Inc. and First Western Capital Management.

Firm Information

Karen Garcia is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Garcia’s Registration & Firm History

IL

05/03/2024 - Present

Geowealth Management LLC (CHICAGO IL)

CO

03/16/1999 - 04/16/2001

FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)

IL

11/30/1992 - 02/12/1998

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

TX

04/01/1991 - 08/19/1992

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CO

05/25/1988 - 12/07/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 10/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/13/1989

Series 24 - General Securities Principal Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Louise Garcia.
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