KB
KB

Karen Blanchard

40 Years of Experience
West Hartford, CT
1 DisclosureBroker

Karen Blanchard is a registered investment advisor at Wells Fargo Advisors, based in West Hartford, CT, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

80 South Main Street, West Hartford, CT, 06107

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2001
Denied
Other Business Activities

Karen serves as a trustee for a friend, dedicating minimal time each month. She also holds power of attorney for her mother and is the president of Waves Condo Association, spending a few hours per week managing the association.

Employment History
Current Registrations
Wells Fargo Advisors
September 2026 - Present · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Wells Fargo Advisors
February 2016 - September 2026 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - September 2026 · 10 yrs 7 mos
RBC Capital Markets, LLC
August 2005 - March 2016 · 10 yrs 7 mos
RBC Capital Markets, LLCBroker
March 2002 - March 2016 · 14 yrs
Tucker Anthony IncorporatedBroker
July 1986 - March 2002 · 15 yrs 8 mos
State Registrations25 states
CACTDEFLILMAMDMEMIMOMSNCNHNJNYOHORPARISCTNTXVAVTWA
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.
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