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Karen Rose Paulson

Fiducient Advisors LLC

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About Karen Rose Paulson

Karen Paulson is a financial advisor registered with Fiducient Advisors LLC. Karen has been in the industry since 1995 and has extensive experience working with individuals and non-profit organizations. Karen offers financial planning, pension consulting and portfolio management services to her clients.

Firm Information

Karen Paulson is currently registered with Fiducient Advisors LLC. Fiducient Advisors LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment consulting for individuals and non-profit organizations. They specialize in financial planning, pension consulting, and portfolio management. The firm's regulatory assets under management are $55.89 billion.
Fiducient Advisors LLC

500 W MADISON STREET

CHICAGO, IL 60661-4593

$55.90B

Assets Under Management

948

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting for individuals and non profit organizations

Investment consulting for individuals and non profit organizations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Karen Paulson’s Registration & Firm History

CT

01/12/2021 - Present

Fiducient Advisors LLC (WINDSOR CT)

NJ

01/10/1997 - 05/15/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CT

06/13/1995 - 02/07/1997

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 09/12/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Rose Paulson.
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