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Karen Elizabeth Kehres

Meyers Wealth Management, LLC

Columbus, OH

CRD 2897936

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Employer firm

Meyers Wealth Management, LLC CRD 289801

$1.93B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Meyers Wealth Management, Llc

5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-10-27
TX RA APPROVED_RES 2017-10-27
  • OH RA
    APPROVED
    Since 2017-10-27
  • TX RA
    APPROVED_RES
    Since 2017-10-27

Branch Locations

5005 Horizons Drive Suite 200, Columbus, OH 43220 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Columbus OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Columbus OH 11/2016 10/2017
Meyers Wealth Management, Llc Columbus OH 10/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-11
S63 Uniform Securities Agent State Law Examination 2004-11-13
  • S65 Uniform Investment Adviser Law Examination
    2016-04-11
  • S63 Uniform Securities Agent State Law Examination
    2004-11-13
Other Names
  • Karen E Price
  • Karen Elizabeth Price
  • Karen Elizabeth Kelley
  • Karen Kehres

View on SEC IAPD

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Nearby Investors

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BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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