Karen Lynn Olsen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2011 → 04/2019
  Ascensus
  Wesley Chapel, FL
• 10/2018 → 04/2019
  Ascensus Broker Dealer Services, Llc
  Wesley Chapel, FL
• 10/2019 → 02/2020
  J.P. Morgan Securities Llc
  Wesley Chapel, FL
• 10/2019 → 02/2020
  Jpmorgan Chase Bank, N.A.
  Wesley Chapel, FL
• 04/2019 → 10/2019
  Unemployed
  Wesley Chapel, FL
• 09/2013 → 10/2018
  Ascensus Financial Services Llc
  Wesley Chapel, FL
• 02/2020 → 07/2022
  Newport Group
  Walnut Creek, CA
• 02/2020 → 07/2022
  Newport Group Securities, Inc.
  Lake Mary, FL
• 08/2022 → 05/2024
  Assetmark Financial Holdings, Inc.
  Newnan, GA
• 08/2022 → 05/2024
  Assetmark Brokerage, Llc
  Newnan, GA
• 06/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-05-18 → 2024-05-01
  Assetmark, Inc.
  Concord, CA
  Wesley Chapel, FL
  Newnan, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-12
• S63 Uniform Securities Agent State Law Examination
  2000-08-24

Other Names

• Karen Lynn Callahan
• Karen Lynn Olsen