Karen Coker
Karen Coker is a registered investment advisor at Ibn Financial Services, INC, based in Oklahoma, OK, with 26 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
3401 NW 63rd Street, Suite 500, Oklahoma, OK, 73116
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2004Other Business Activities
Karen performs office work duties for her parents' business, 4-Way Automatic Transmission. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Peak Brokerage Services, LLC
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Phillips Capital Advisors, INC.
T.S. Phillips Investments, INC.Broker
Geary Advisors, LLC
Geary Securities INC.
Geary Securities, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations52 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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