Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari jo? Claim Your ProfileKari jo Bear is a financial advisor with Continuum Advisory, LLC. Kari jo is a Certified Financial Planner® professional with over 18 years of experience in the financial services industry. Kari jo is registered to offer investment advice in 23 states. Kari jo has also served as a trustee for Thomann Financial Services 401k plan. Continuum Advisory, LLC is an independent registered investment advisory firm serving individuals, families, businesses, and charitable organizations. The firm offers a range of services, including financial planning, investment management, and retirement planning. Continuum Advisory, LLC manages over $1 billion in assets.
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.
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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MO
04/22/2024 - Present
Continuum Advisory, LLC (Liberty MO)
MO
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Liberty MO)
MO
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (LIBERTY MO)
MO
10/10/2005 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LIBERTY MO)
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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