Karen Jeanne Maurer
Investment adviser representative at Krilogy
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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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
Experience
23 years in the industry.
- KrilogyOct 2023 to now
- Krilogy RiaOct 2023 to now
- Saxony Securities, Inc.Oct 2023 to now
- Pet Me Pet Supplies, LLCMar 2021 to Jun 2022
- Crown Capital Securities, LPJun 2003 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 2624379
- Firm CRD
- 149046