Waddell & Reed
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About this Advisor
Karen Einberger is a certified financial planner in Seattle, Washington. Currently a registered financial advisor at Waddell & Reed, they have gathered 19 years of practice in the financial advisory industry. Einberger holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Einberger can act as an advisor based out of California, Colorado, Washington, D.C., Idaho, Maryland, Washington, Indiana and New Mexico. During their career, Einberger has held roles at Waddell & Reed Inc, Kt And Mckee/Karen Einberger Tax Services, Various Insurance Carriers For W & R Insurance Agencies, Einberger Financial Planning Inc and Seattle Audubon Society. Waddell & Reed is based out of Seattle, Washington, and operates out of 357 additional offices throughout the country. Overall, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and retains more than 2,000 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Waddell & Reed Brokerage Details
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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
- Educational seminars/workshops
Karen Einberger Work History
Karen has 19 years of experience.
Einberger Financial Planning Inc
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Kt And Mckee/Karen Einberger Tax Services
Seattle Audubon Society
Karen Einberger has disclosures.
Please visit their SEC profile for more details.