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Karen Denise Weible

Osaic Wealth, Inc.

Jerseyville, IL

Jerseyville, IL

CRD 5257821

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-09-01
  • IL RA
    APPROVED
    Since 2023-09-01

Branch Locations

1207 Sinclair Drive, Jerseyville, IL 62052 • United States

300 Commerce Blvd. Suite F, Jerseyville, IL 62052 • 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
Sagepoint Financial Jerseyville IL 10/2010 Present
Osaic Wealth, Inc. Jerseyville IL 09/2023 Present
  • 10/2010 → Present
    Sagepoint Financial
    Jerseyville, IL
  • 09/2023 → Present
    Jerseyville, IL
Previous Registrations
  • 2012-09-11 → 2023-09-01
    Osaic Services, Inc.
    Jerseyville, IL
  • 2007-04-19 → 2010-09-29
    Brighton, IL
    Godfrey, IL
    St Louis, MO
    Fieldon, IL
Other Businesses

1)KAREN WEIBLE POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/02/2014 ADDRESS: 1207 SINCLAIR DRIVE, JERSEYVILLE IL 62052 DESCRIPTION: FINANCIAL ANALYSIS 2)WEIBLE DIVORCE FINANCIAL SOLUTIONS POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/02/2014 ADDRESS: 1207 Sinclair Drive, Jerseyville IL 62052 DESCRIPTION: Financial analysis

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-17
  • S66 Uniform Combined State Law Examination
    2007-04-17
Other Names
  • Karen Denise Fenstermaker
  • Karen Denise Malley

View on SEC IAPD

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