KB
KB
Karyn Beltran-Medina
28 Years of Experience
Bakersfield, CA
1 DisclosureBroker
Karyn Beltran-Medina is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Bakersfield, CA, with 28 years of industry experience. Karyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location
2641 Oswell St, Bakersfield, CA, 93306
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2012Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2023 - February 2026 · 2 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
August 2023 - February 2026 · 2 yrs 6 mos
LPL Financial LLC
July 2023 - September 2023 · 2 mos
LPL Financial LLCBroker
July 2023 - September 2023 · 2 mos
Bancwest Investment Services, INC. (bwis)
May 2017 - July 2023 · 6 yrs 2 mos
Bancwest Investment Services, INC.Broker
May 2017 - July 2023 · 6 yrs 2 mos
LPL Financial LLC
August 2016 - May 2017 · 9 mos
LPL Financial LLCBroker
August 2016 - May 2017 · 9 mos
Unionbanc Investment Services, LLCBroker
April 2004 - February 2016 · 11 yrs 10 mos
Unionbanc Investment Services, LLC
April 2004 - February 2016 · 11 yrs 10 mos
Citicorp Investment Services
December 2003 - March 2004 · 3 mos
Citicorp Investment ServicesBroker
February 2003 - March 2004 · 1 yr 1 mo
Cal Fed InvestmentsBroker
January 1999 - February 2003 · 4 yrs 1 mo
Dean Witter Reynolds INC.Broker
July 1997 - December 1998 · 1 yr 5 mos
State Registrations10 states
AZCAFLIDKSKYMTNVTNTX
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.
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