Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Marie Starr is a financial advisor with over 26 years of experience in the financial services industry. Karen is currently registered with LPL Enterprise, LLC and has held previous registrations with Stifel, Nicolaus & Company, Incorporated, Principal Securities, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Karen holds Series 6, 7, 9, 10, 24, 63, and 66 securities licenses and is registered to provide investment advice in Illinois, Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin. Karen provides financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services to her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
MN
11/14/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
SD
12/02/2020 - 11/18/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SIOUX FALLS SD)
SD
08/03/2006 - 12/15/2020
PRINCIPAL SECURITIES, INC. (SIOUX FALLS SD)
IA
07/01/2002 - 05/15/2006
THRIVENT INVESTMENT MANAGEMENT INC. (JOHNSTON IA)
MN
06/21/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 09/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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