Karen Rose Kleinhenz
Investment adviser representative at Arax Advisory Partners
23 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 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 feePerformance-basedOther
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
23 years in the industry.
- Arax Advisory Partners, LLCSep 2025 to now
- Jek Analytics, Inc.Jan 2003 to now
- Kleinhenz & Associates, Ltd.Nov 2007 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 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
- 4068048
- Firm CRD
- 133535