Karen Mahan is a registered investment advisor at Cetera Investment Advisers LLC, based in Lombard, IL, with 20 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Orchard Terrace, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen works as an assistant at Hurt & Associates / Hurt & Associates, Inc. providing tax preparation services, dedicating nearly full-time hours to this role. She also teaches Jazzercise dance aerobics classes for fitness, spending about 10% of her time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Dws Investments Distributors, INCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 states
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