Kari Jo Thomann Bear

Employer firm

Continuum Advisory, LLC CRD 283155

$1.91B regulatory AUM 3,461 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2017
  Signator Investors, Inc.
  Liberty, MO
• 11/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 06/2016 → Present
  Continuum Advisory, Llc
  Eagle, ID
• 08/2024 → Present
  Osaic Wealth, Inc.
  Liberty, MO

Previous Registrations

• 2016-05-13 → 2017-11-17
  Signator Investors, Inc.
  Liberty, MO
  Charleston, SC
  Pleasanton, CA
• 2008-02-12 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Liberty, MO
  Liberty, MO
  San Diego, CA

Other Businesses

1) Continuum Advisory, LLC; Investment related; 873 E. State Street, Eagle, ID 83616; independent registered investment advisory firm; IAR; 6/2016; 120 hrs/month; 6 hrs during trading; investment advisor representative. 2) DBA Thomann Financial Services, Inc; Investment related; 126 Westwoods Drive, Liberty, MO 64068; DBA, fixed insurance sales; president/owner;2/2005; fixed insurance sales thru Thomann Financial Services, Inc and duties normal to operating a business, payroll, taxes, staffing, etc. 3) Insurance Sales; Not investment related; life & disability insurance; agent; 3/2008; 3 hrs/month; 1 hr during trading; commission sales of fixed life insurance and disability insurance sales. 4) POA & Successor Trustee for Immediate Family; Not investment related; POA & Successor TTEE; POA & successor trustee for immediate family member; 1/30/2015; 0 hrs/month; 0 hrs during trading; Not currently acting as POA or Successor TTEE. 5) Thomann Financial Services Inc 401k plan; Investment related; 126 Westwoods Ave, Liberty, MO 64068; ERISA 401k plan; trustee; 1/28/2013; 2 hrs/month; 0 hrs during trading; trustee for Thomann Financial Services 401k plan, provide investment advice to plan participants. 6) Liberty Hospital Foundation; Not investment related; 2525 Glenn Hendren Dr, Liberty, MO 64068; Mission to improve health, wellness & care in the Liberty Hospital community; Honorary Board Member; attend meetings without voting rights; unpaid; 1-5 hrs/month; 1-5 hrs/month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  2005-10-07

Designations

• Certified Financial Planner

Other Names

• Kari Jo Thomann
• Kari Jo Thomann
• Kari Jo Thomann Bear
• Kari Jo Bear
• Kari Jo Thomann Bear