Karen A Meinz
Investment adviser representative at Advisor Resource Council
15 yearsExperience
1 stateRegistered in
$3.5BFirm assets
14 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Advisor Resource CouncilOct 2023 to now
- Advisor Resource Council (dba: 360 Wealth Management)Jan 2013 to Oct 2023
- LPL Financial, LLCMar 2011 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 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
- 5211041
- Firm CRD
- 164109