KM
CFP
KM
CFP

Karen Maurer

30 Years of Experience
St. Louis, MO
BrokerSells Insurance

Karen Maurer is a CFP-designated registered investment advisor, based in St. Louis, MO, with 30 years of industry experience.

Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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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

Karen conducts advisory business through Krilogy Financial, LLC and is a board member for St. Louis Crisis Nursery. She also works as an insurance agent for Blenheim Group, LLC and an independent contractor providing variable annuity based brokerage services for Saxony Securities, Inc.

Employment History
Current Registrations
Saxony Securities, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Krilogy
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
June 2003 - November 2023 · 20 yrs 5 mos
Crown Capital Securities, L.P.
June 2003 - November 2023 · 20 yrs 5 mos
Sentra Securities CORP
November 2000 - June 2003 · 2 yrs 7 mos
Sentra Securities CorporationBroker
November 2000 - June 2003 · 2 yrs 7 mos
First Heartland Capital, INC.Broker
January 1999 - November 2000 · 1 yr 10 mos
W. S. Griffith & CO., INC.Broker
October 1995 - January 1999 · 3 yrs 3 mos
State Registrations8 states
COFLILMNMONMTXVA
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.