Kara Marie Branson
Investment adviser representative at Singer Wealth Management
11 yearsExperience
2 statesRegistered in
$119MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Singer Wealth ManagementJan 2026 to now
- Singer Wealth ManagementNov 2024 to Dec 2025
- Ameriprise Financial Services, LLCSep 2020 to Jan 2025
- UnemployedMay 2020 to Sep 2020
- University of MontanaSep 2019 to May 2020
- UnemployedMay 2019 to Sep 2019
- UBS Financial Services IncNov 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MT, WA).
Singer Wealth Management
Legal name: Singer Wealth Management, LLC
$119MAssets managed
135Clients
3Advisers
Under 1 yearIn 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
- 3065833
- Firm CRD
- 299603