Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karin? Claim Your ProfileKarin Rettger has been in the financial services industry since 1983. Karin is currently registered with Cambridge Investment Research Advisors, Inc., a financial firm with over 70,000 clients. Karin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. In addition to being an advisory representative for Cambridge Investment Research Advisors, Inc., Karin is also the President of Principal Resource Group, an independent insurance agency.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
10/30/2014 - Present
Cambridge Investment Research Advisors, Inc. (Glen Ellyn IL)
IL
05/13/1998 - 10/30/2014
SUNSET FINANCIAL SERVICES, INC. (GLEN ELLYN IL)
IA
08/15/1996 - 05/13/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
06/01/1994 - 08/16/1996
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
NA
10/14/1989 - 06/10/1994
HARTFORD EQUITY SALES COMPANY INC.
CT
03/09/1983 - 06/10/1994
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
06/14/1983 - 06/06/1994
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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