Karen Stephens (CRD# 6722166) is an Investment Advisor Representative working at Avantax Advisory Services in Rio Verde, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
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Origin Investment Advisory LLC
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Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Rio Verde, AZ | Feb 2021 - Current | 3 |
| Avantax Investments Services, Inc. | Rio Verde, AZ | Aug 2020 - Current | 3 |
| Karen A Stephens, Cpa | Rio Verde, AZ | Dec 2003 - Current | 20 |
| Creative Property Solutions LLC | Rio Verde, AZ | Jan 2013 - Dec 2020 | 7 |
| Kresl Baker Ltd | Rio Verde, AZ | Feb 2012 - Dec 2020 | 8 |
| Proequities, Inc. | Rio Verde, AZ | Oct 2016 - Jul 2020 | 3 |
| Wipfli, LLP | Denver, CO | Sep 1991 - May 2020 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- AZ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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