Karen Trekell
Karen Trekell is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 18 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
10200 Richmond Ave Ste 252, Houston, TX, 77042
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Regulatory History
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 ActivitiesSells Insurance
Karen is an insurance agent selling life, disability, long-term care, and annuities, dedicating a few hours per week. She also co-owns a soap-making business and works as a financial advisor for Duffy, Cardwell, Clark & Clarke, spending about 10-20% of her time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
State Registrations8 states
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