Karen F Ricketts
Investment adviser representative at Your Ia, LLC
10 yearsExperience
4 statesRegistered in
$106.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Experior Financial GroupJan 2026 to now
- Your Ia, LLCJan 2026 to now
- Northwestern Mutual Wealth Management CompanyMar 2024 to Jan 2026
- Cameron KlemczewskiDec 2023 to Jan 2026
- Joshua MillerSep 2023 to Jan 2026
- Northwestern Mutual Investment Services LLCSep 2023 to Jan 2026
- UnemployedJul 2023 to Sep 2023
- Cambridge Investment Research Advisors, Inc.Jun 2023 to Jul 2023
- Cambridge Investment Research, Inc.Jun 2023 to Jul 2023
- Thimbleberry FinancialJun 2023 to Jul 2023
- UnemployedJan 2023 to Jun 2023
- Madison Avenue Securities, LLCNov 2019 to Nov 2022
- Vineyard FinancialMar 2019 to Jan 2023
- UnemployedAug 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (IL, IN, KY, TX).
Your Ia, LLC
$106.6MAssets managed
190Clients
29Advisers
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
- 5302973
- Firm CRD
- 338535