Unclaimed
Karen Lynn Olsen is an investment advisor representative with Creative Planning. Karen has been in the industry since 2000. Karen is registered with the state of Georgia. Karen has experience with a number of firms including AssetMark Brokerage, LLC, Newport Group Securities, Inc., and J.P. Morgan Securities LLC. Karen specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles.
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.
1
2
GA
07/08/2024 - Present
Creative Planning (Newnan GA)
CA
11/04/2022 - 05/01/2024
ASSETMARK BROKERAGE, LLC (CONCORD CA)
FL
03/13/2020 - 07/11/2022
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
12/06/2019 - 02/28/2020
J.P. MORGAN SECURITIES LLC (WESLEY CHAPEL FL)
MA
10/19/2018 - 04/23/2019
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
PA
09/16/2013 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
TN
10/11/2011 - 08/01/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
FL
06/24/2010 - 07/20/2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
06/24/2010 - 07/20/2011
MUTUAL OF AMERICA SECURITIES CORPORATION (TAMPA FL)
NJ
10/29/2002 - 01/02/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TX
07/26/2000 - 05/08/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/26/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Karen Olsen is the right advisor for you? Invested Better is here to help.