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 Weigle is a registered investment advisor with Life Stewardship Advisors. Karen is based in Lancaster, PA. Karen has been in the financial services industry since 2016. Karen has a Series 65 license and is registered to offer investment advice in Pennsylvania and Ohio. Karen specializes in portfolio management and financial planning. Karen is a partner with Safe IRA, a marketing brand utilizing fixed equity index annuities and is a licensed insurance agent with EPG Agency, LLC.
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.
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.
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PA
11/27/2024 - Present
Life Stewardship Advisors (LANCASTER PA)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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