Karen
Day
Householder Group Estate & Retirement Specialists
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About this Advisor
Karen Day is a certified financial planner based out of Clackamas, Oregon who has 10 years of industry experience. Day is currently employed by Householder Group Estate & Retirement Specialists. Throughout their career, they have worked at Householder Group, Securities Service Netowrk, Karen Day, Lpl Financial, LLC and Householder Group Estate & Reitrement Specialists. Day has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Oregon, Texas and Washington. Householder Group Estate & Retirement Specialists is a registered investment company operating out of Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 96 people on staff. It controls $1 billion in assets among its 6,426 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 6,426 client accounts, 98% are associated with high-net-worth clients who have more than $1 million in assets. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely are based on the financial services provided. Fees charged by Householder Group Estate & Retirement Specialists can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Karen Day Work History
Karen has been registered as a financial advisor for 10 years.*
Lpl Financial, LLC
Householder Group Estate & Reitrement Specialists
Householder Group
Karen Day
Securities Service Netowrk
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karen Day to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Lancaster, CA
Edmond, OK
Rancho Mirage, CA
Columbus, MS
Clackamas, OR
Englewood, CO
Houston, TX
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
