Karen Kallem
Karen Kallem is a registered investment advisor at Wells Fargo Advisors, based in Elkhorn, WI, with 42 years of industry experience. Karen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1534 Fairway Lane, Elkhorn, WI, 53121
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2010Customer Dispute
May 2004Customer Dispute
May 2003Customer Dispute
April 2002Customer Dispute
June 2001Customer Dispute
March 2001Customer Dispute
March 2001Other Business Activities
Karen has 50% ownership in Arris Capital Management, Inc. since 2020, dedicating minimal time to the firm. Karen owns a financial practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
First Union Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations37 states
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
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