Karen A Meinz

Current Employers

Employment History

• 03/2011 → 10/2023
  Lpl Financial, Llc
  Southlake, TX
• 01/2013 → 10/2023
  Advisor Resource Council (Dba: 360 Wealth Management)
  Southlake, TX
• 10/2023 → Present
  Advisor Resource Council
  Southlake, TX

Previous Registrations

• 2011-03-30 → 2013-03-27
  Lpl Financial Llc
  Southlake, TX
  Southlake, TX
  San Diego, CA
  Trophy Club, TX
  Southlake, TX
• 2007-01-19 → 2011-03-31
  Edward Jones
  St Louis, MO
  Southlake, TX
  Plano, TX
  Grapevine, TX

Other Businesses

1. 8/22/2013 - FIDELITY FINANCIAL - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 5% - SELL INSURANCE WITH FIDELITY FOR A BROADER RANGE OF INSURANCE PROVIDERS. 2. 10/3/2019 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 3. 10/3/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-27

Other Names

• Karen Ann Neutzler
• Karen Ann Meinz