Karen Ruth O'brien
Investment adviser representative at Truenorth Wealth Advisors
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$321.7MFirm 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
25 years in the industry.
- Truenorth Wealth AdvisorsJan 2002 to now
- Truenorth Financial Services, LLCOct 2001 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (WA).
Truenorth Wealth Advisors
Legal name: Truenorth Financial Services, LLC
$321.7MAssets managed
179Clients
5Advisers
7 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
- 4492812
- Firm CRD
- 118273