Karlynn Schramm
Karlynn Schramm is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Saint Paul Street, Suite 600, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karlynn works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services, dedicating nearly full-time and about a quarter of her time, respectively. Both roles involve investment consulting services related to retirement plans.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
John Hancock Distributors LLC
NFP Securities, INC.
NFP Securities, INC.Broker
Diversified Investors Securities CORP.Broker
Transamerica Securities Sales CorporationBroker
Hartford Equity Sales Company INC.Broker
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Colonial Investment ServicesBroker
State Registrations3 states
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