Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Rae Reynolds is an investment advisor representative with IPI Wealth Management, Inc. Karen has been in the industry since 2001. Karen is registered to provide investment advice in Illinois. Karen has passed several securities exams, including the Series 66, Series 4, Series 24, Series 99TO, Series 7 and the SIE exam. Prior to her current role, Karen was also employed by Cambridge Investment Research, Inc., and Investment Planners, Inc. Karen specializes in providing financial planning, portfolio management and educational seminars.
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.
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
KY
10/16/2024 - Present
IPI Wealth Management, Inc. (Bowling Green KY)
KY
06/18/2024 - 09/05/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bowling Green KY)
KY
09/13/2001 - 07/01/2024
INVESTMENT PLANNERS, INC. (BOWLING GREEN KY)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2007
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Karen Reynolds is the right advisor for you? Invested Better is here to help.
