Karen Lynn Boschert

Current Employers

Employment History

• 10/2016 → 02/2018
  Td Ameritrade
  Corte Madera, CA
• 03/2018 → 07/2020
  Willingdon Wealth Management, Llc
  Huntersville, NC
• 06/2020 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-06-09 → 2026-04-29
  Exencial Wealth Advisors
  Oklahoma City, OK
  Huntersville, NC
• 2018-05-07 → 2020-07-10
  Willingdon Wealth Management Llc
  Huntersville, NC
• 2016-10-21 → 2018-01-31
  Td Ameritrade, Inc.
  Corte Madera, CA
• 2016-10-21 → 2018-01-31
  Td Ameritrade Investment Management, Llc
  Corte Madera, CA
• 2013-05-02 → 2016-08-18
  Strategic Advisers Llc
  New York, NY
  Mt Kisco, NY
  Sunnyside, NY
• 2009-12-09 → 2011-06-13
  Strategic Advisers Llc
  New York, NY
  Stamford, CT

Other Businesses

Ms. Boschert is a Pilates instructor at Pilates Body Barre located at 1985 Dixie Hwy, Ft. Wright, KY, beginning 02/2026. This is non-investment related and represents approximately 1% of her annual income. Ms. Boschert devotes about five hours a month teaching classes, outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-08
• S63 Uniform Securities Agent State Law Examination
  2008-01-03

Other Names

• Karen L Boschert
• Karen L Beard