Karen M. Van horn
Investment adviser representative at Alden Investment Group
14 yearsExperience
1 stateRegistered in
$385.7MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Alden Investment GroupNov 2022 to now
- UBS Financial Services incNov 2021 to Nov 2022
- Oppenheimer & CoAug 2012 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Alden Investment Group
Legal name: Alden Investment Advisors, LLC
$385.7MAssets managed
1,460Clients
39Advisers
4 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
- 3176835
- Firm CRD
- 317077