Karen M Lewis
Investment adviser representative at The Lewis Financial Group
17 yearsExperience
2 statesRegistered in
$482.4MFirm assets
5 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
Experience
17 years in the industry.
- The Lewis Financial GroupOct 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2025
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
The Lewis Financial Group
Legal name: Genesis Private Wealth, LLC
$482.4MAssets managed
308Clients
6Advisers
5 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
- 2294583
- Firm CRD
- 315692