KC
KC

Karen Coker

25 Years of Experience
Oklahoma, OK
1 DisclosureBroker

Karen Coker is a registered investment advisor at Blackridge Asset Management, LLC, based in Oklahoma, OK, with 25 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

3401 NW 63rd Street, Suite 500, Oklahoma, OK, 73116

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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.
Employment Separation After Allegations
July 2004
Other 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
Blackridge Asset Management, LLC
February 2025 - Present · 1 yr 7 mos
Peak Brokerage Services, LLC
February 2025 - Present · 1 yr 7 mos
Peak Brokerage Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Thurston Springer Advisors
July 2024 - Present · 2 yrs 2 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Phillips Capital Advisors, INC.
December 2012 - June 2024 · 11 yrs 6 mos
T.S. Phillips Investments, INC.Broker
March 2012 - June 2024 · 12 yrs 3 mos
Geary Advisors, LLC
August 2008 - December 2010 · 2 yrs 4 mos
Geary Securities INC.
August 2004 - July 2010 · 5 yrs 11 mos
Geary Securities, INC.Broker
August 2004 - April 2012 · 7 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - July 2004 · 1 yr
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
Karen Coker - Financial Advisor | TrueAdvisor