RK
CFP
RK
CFP

Robert Karn

42 Years of Experience
Omaha, NE
BrokerSells Insurance

Robert Karn is a CFP-designated registered investment advisor, based in Omaha, NE, with 42 years of industry experience.

Location

14600 Branch St., Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert is a wealth advisor for CWM/Carson Partners and CWM, LLC/Carson Group Holdings, dedicating full-time hours to these roles. He also sells fixed insurance products, including life, disability, annuities, and long-term care, spending a few hours per week on this activity.

Employment History
Current Registrations
Cwm, LLC
May 2022 - Present · 4 yrs
Cetera Wealth Services, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Royal Alliance Associates, INC.
October 1993 - May 2022 · 28 yrs 7 mos
Karn, Couzens & Associates, INC.
July 1990 - May 2022 · 31 yrs 10 mos
Integrated Resources Equity CorporationBroker
November 1989 - December 1989 · 1 mo
Royal Alliance Associates, INC.Broker
November 1989 - May 2022 · 32 yrs 6 mos
Integrated Resources Equity CorporationBroker
October 1983 - November 1989 · 6 yrs 1 mo
State Registrations16 states
CACOCTDCFLINMAMDNCNJNYOHORSCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.