Karen M White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

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

Current Employers

Employment History

• 03/2012 → 04/2019
  Total Clarity Wealth Management, Inc.
  St. Charles, IL
• 10/2013 → 10/2018
  Cetera Advisor Networks
  El Segundo, CA
• 10/2018 → 04/2019
  Lpl Financial, Llc
  St Charles, IL
• 04/2019 → Present
  Cetera Financial Specialists
  Schaumburg, IL
• 08/2020 → Present
  Shaklee.COm/Teamknopp Llc
  Palatine, IL
• 04/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2019 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2022 → 09/2022
  First Allied Securities Llc
  Schaumburg, IL
• 04/2019 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) SHAKLEE.COM/TEAMKNOPP LLC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, HEALTH PRODUCTS, STARTED 08/2020, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; FAMILY BUSINESS DISTRIBUTING SHAKLEE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2014-06-26
• S63 Uniform Securities Agent State Law Examination
  1992-08-05

Other Names

• Karen Marie Knopp
• Karen Marie Holzwart
• Karen Marie White