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Kara Marie Branson

Singer Wealth Management

Seattle, WA

Missoula, MT

CRD 3065833

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Employer firm

Singer Wealth Management CRD 299603

$119M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Singer Wealth Management

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-07-07
WA RA APPROVED 2026-07-07
  • MT RA
    APPROVED
    Since 2026-07-07
  • WA RA
    APPROVED
    Since 2026-07-07

Branch Locations

Seattle, WA • United States

Missoula, MT • 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
Singer Wealth Management Seattle WA 11/2024 12/2025
Singer Wealth Management Seattle WA 01/2026 Present
Ubs Financial Services Inc Bellevue WA 11/2015 04/2019
Ameriprise Financial Services, Llc Missoula MT 09/2020 01/2025
Unemployed Missoula MT 05/2019 09/2019
University Of Montana Missoula MT 09/2019 05/2020
Unemployed Missoula MT 05/2020 09/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-29
S63 Uniform Securities Agent State Law Examination 1998-07-29
  • S66 Uniform Combined State Law Examination
    2016-06-29
  • S63 Uniform Securities Agent State Law Examination
    1998-07-29
Other Names
  • Kara Kubasko
  • Kara Marie Rogers
  • Kara Marie Branson
  • Kara Branson

View on SEC IAPD

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