Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren O'Brien is a Certified Financial Planner™ and an Investment Advisor Representative with Truenorth Wealth Advisors. Karen has been in the industry since 2001 and has a Series 65 license. Karen provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. Karen is a member of Truenorth Wealth Advisors, a firm with a focus on providing wealth management services to a variety of clients. Truenorth Wealth Advisors is a registered investment advisor firm with offices in Seattle, Washington.
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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WA
01/17/2002 - Present
Truenorth Wealth Advisors (SEATTLE WA)
IA
Issued 09/26/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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