Karen Elizabeth Kehres
Investment adviser representative at Meyers Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$1.9BFirm assets
9 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 assets
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
17 years in the industry.
- Meyers Wealth Management, LLCOct 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Meyers Wealth Management, LLC
$1.9BAssets managed
860Clients
9Advisers
9 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
- 2897936
- Firm CRD
- 289801