Karen Vanstrom
Karen Vanstrom is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Rochester, MN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
402 SW First Ave, Rochester, MN, 55902
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2011Employment Separation After Allegations
April 2011Customer Dispute
September 2006Other Business Activities
Karen is a board member and secretary at Dodge Country Club, dedicating minimal time to attending meetings and assisting with course improvements. She also owns North Comfort Properties LLC, a VRBO rental, and spends minimal time managing it.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Financial Network Investment CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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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