Karen M Reifel

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2011 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 07/2011 → Present
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA

Previous Registrations

• 2008-07-08 → 2011-06-22
  Strategic Advisers Llc
  Mission Viejo, CA

Other Businesses

BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92260. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).LICENSED INSURANCE AGENT. 07/2011 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).

Exams

• S66 Uniform Combined State Law Examination
  2008-07-07
• S63 Uniform Securities Agent State Law Examination
  2007-05-22

Designations

• Certified Financial Planner

Other Names

• Karyn Marie Sarten
• Karen M Sarten
• Karen Marie Sarten