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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Sue Wehner is a financial advisor registered with Osaic Wealth, Inc. Karen Sue Wehner has been working in the financial services industry since December 16, 1985. Karen Sue Wehner is a member of the National Organization of Women, serves as an agent representative for Penn Mutual, and is the owner of Wehner and Associates. Karen Sue Wehner provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
MN
11/13/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
07/17/2020 - 03/31/2023
SECURITIES AMERICA, INC. (MINNETONKA MN)
MN
08/15/2001 - 07/17/2020
INVESTACORP, INC. (MINNETONKA MN)
MN
07/20/1995 - 09/04/2001
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
07/20/1995 - 09/04/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VT
01/04/1989 - 07/07/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
12/05/1985 - 01/11/1989
FIRST INVESTORS CORPORATION
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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