Karen
Einberger

Waddell & Reed

CRD#4524926
Investment Advisor
in Seattle, WA
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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

Series 66, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

Yes

Office Location

2601 Fourth Avenue Suite 100
Seattle, WA 98121

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,547,774,536

WA Average: $2,243,162,756
Total Number of Employees

2,000

WA Average: 44
Total Number of Accounts

153,672

WA Average: 4,091
Average Account Size

$140,219

WA Average: $548,316

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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
  • Selection of other advisers
  • Educational seminars/workshops

Karen Einberger Work History

Karen has 19 years of experience.

2011 - 2014 (3 years)

Seattle Audubon Society

2007 - Present (12 years)

Einberger Financial Planning Inc

2002 - Present (17 years)

Waddell & Reed Inc

2002 - Present (17 years)

Various Insurance Carriers For W & R Insurance Agencies

1999 - Present (20 years)

Kt And Mckee/Karen Einberger Tax Services

Disclosures

Karen Einberger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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