Karen Wilhelms
Karen Wilhelms is a CFP-designated registered investment advisor at Mma Securities LLC, based in Saint Charles, MO, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 8,394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
Location
Saint Charles, MO
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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 Activities
Karen is a board member and secretary for Champion Precast, Inc., a concrete manufacturer, spending minimal time on this. She is also a member of GKO Properties, LLC, a land ownership and rental business, dedicating no time to this activity.
Employment History
Current Registrations
Mma Securities LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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