KK
CFP
KK
CFP

Karen Morton Kruse

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
6,631 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

4990 Poplar Avenue, 3rd Floor, Memphis, TN, 38117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Karen refers bank customers to the firm and its affiliated entities for investment-related sales of investment products, insurance, annuities, and advisory services, while primarily focusing on the sale of banking products. She also owns rental property with family, is a trustee for her father's estate (dedicating about 10-20% of her time), and is an officer of TwillDo, LLC, a family limited partnership holding property.

Employment History
Current Registrations
First Horizon Advisors, INC
March 2023 - Present · 2 yrs 11 mos
First Horizon Advisors, INC.Broker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
First Horizon Advisors, INC
October 2013 - July 2021 · 7 yrs 9 mos
Ftb Advisors, INC.
December 2011 - October 2013 · 1 yr 10 mos
First Tennessee Advisory Services Dept.
February 2004 - May 2007 · 3 yrs 3 mos
Ftb Advisors, INC.
February 2004 - March 2012 · 8 yrs 1 mo
First Horizon Advisors, INC.Broker
July 1997 - July 2021 · 24 yrs
State Registrations6 states
ARDCMDTNTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.