Unclaimed
Karen Marie Bellinghausen has been active in the financial industry since October 24, 1989. Karen is currently registered with Ameriprise Financial Services, LLC in Texas and has been with the firm since March 2020. Karen also has previous registration with IDS Life Insurance Company. Karen holds the Series 63, Series 7, and SIE licenses and is a licensed agent in Texas. Karen has experience with a wide range of client types, including individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Karen specializes in financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management for individuals 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.
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.
Asset allocation services
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
TX
11/14/1989 - Present
Ameriprise Financial Services, LLC (Richardson TX)
MN
10/25/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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