Karen M White
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Shaklee.com/teamknopp LLCAug 2020 to now
- Cetera Investment Advisers LLCApr 2019 to now
- Cetera Advisors LLCApr 2019 to now
- Cetera Financial SpecialistsApr 2019 to now
- Cetera Investment Services LLCApr 2019 to now
- Cetera Wealth Services, LLCApr 2019 to now
- First Allied Securities LLCJan 2022 to Sep 2022
- LPL Financial, LLCOct 2018 to Apr 2019
- Cetera Advisor NetworksOct 2013 to Oct 2018
- Total Clarity Wealth Management, Inc.Mar 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2252145
- Firm CRD
- 105644