Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Brown has been working in the financial industry since 1999. Kari is a Registered Representative and Investment Advisor Representative associated with Geneos Wealth Management, Inc. Kari has over 20 years of experience in the financial industry. Currently, Kari is located at Geneos Wealth Management, Inc., 3428 LAKERIDGE PLACE NW, SUITE 120, ROCHESTER, MN 55901. Kari specializes in working with individuals, corporations, high-net-worth individuals, and charitable organizations. Kari offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
11/05/2013 - Present
Geneos Wealth Management, Inc. (ROCHESTER MN)
CO
09/12/2003 - 03/19/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
05/08/2002 - 09/23/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
12/14/1998 - 08/17/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1998
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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