Karen Fadzen is a CFP-designated registered investment advisor, based in Sewickley, PA, with 12 years of industry experience. Karen is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1605 Carmody Court, Suite 400, Sewickley, PA, 15143
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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 →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Kestra Private Wealth Services, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Xpyria Investment Advisors, INC.
October 2013 - August 2024 · 10 yrs 10 mos
State Registrations1 state
PA
Advisor
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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