Karen Lynn Stancombe

Current Employers

Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2020-01-23

MI RA
APPROVED

Since 2020-01-23

Branch Locations

Brighton, MI • United States

148 E Grand River Ave., Williamston, MI 48895 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital Asset Advisory Services, Llc	Haslett	MI	01/2020	Present
Karen Ryan Enterprises, Llc (Dba Tax Saving Solutions Llc)	Brighton	MI	07/2001	Present

01/2020 → Present

Capital Asset Advisory Services, Llc

Haslett, MI
07/2001 → Present

Karen Ryan Enterprises, Llc (Dba Tax Saving Solutions Llc)

Brighton, MI

Other Businesses

INSURANCE SERVICES PROVIDED THROUGH HD VEST INSURANCE AGENCY, NON-INVESTMENT RELATED... KAREN RYAN ENTERPRISES, LLC~'NIR'~FALSE~~~~~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~ / ~80HRS~0HRS~REAL ESTATE AND INCOME TAX.~~TAX SAVING SOLUTIONS, LLC~'NIR'~123 S SECOND ST~~FOWLERVILLE~MI~48836~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~7/2009~120HRS~120HRS~ERO TAX PRACTICE~~THE VILLAGE CHAPEL LLC~'IR'~ ~ ~ ~ ~ ~OTHER~OWNER/SOLE PROPRIETER~6/2001~20HRS~0HRS~

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-05
S63	Uniform Securities Agent State Law Examination	2001-08-17

S65 Uniform Investment Adviser Law Examination

2019-12-05
S63 Uniform Securities Agent State Law Examination

2001-08-17

Other Names

Karen Lynn Ryan
Karen Lynn Mccullough

View on SEC IAPD