Karen Michelle Mills

Employer firm

Liberty One Investment Management CRD 304290

$1.05B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Ftj Fundchoice, Llc
  Hebron, KY
• 06/2020 → Present
  Liberty One Investment Management
  Libertyville, IL

Previous Registrations

• 2016-12-13 → 2020-06-12
  Orion Portfolio Solutions, Llc
  Hebron, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  2000-09-29

Other Names

• Karen Michelle Barker