KB
KB

Karen Ann Benedict

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

200 Spring Street, Suite 120, Herndon, VA, 20170

Get directions

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.

Learn about disclosures →
Other Business Activities

Karen is an investment advisor representative (IAR) for Northwest Financial Advisors since 2014 and a DBA for LPL Business since 2019. She is also SVP at Northwest Financial Group LLC since 2008 and SVP of Investments at NW Capital Management LLC since 2023, spending minimal time on the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2014 - Present · 11 yrs 11 mos
Northwest Financial Advisors LLC
February 2014 - Present · 12 yrs
Northwest Financial Group LLCBroker
March 2008 - Present · 17 yrs 11 mos
Previous Registrations
LPL Financial LLC
March 2014 - March 2014 · 0 mos
State Registrations3 states
LATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Karen Ann Benedict - Financial Advisor | TrueAdvisor