Karen M Lewis

Employer firm

The Lewis Financial Group CRD 315692

$482M regulatory AUM 27 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Mclean, VA
• 11/2016 → 10/2025
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 10/2025 → Present
  The Lewis Financial Group
  Ashburn, VA

Previous Registrations

• 2000-10-01 → 2025-10-14
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Vienna, VA
  Oakton, VA
  Mclean, VA
  Mclean, VA
  Purcellville, VA
  Leesburg, VA

Other Businesses

INDIVIDUAL INSURANCE AGENT, NOT INVESTMENT RELATED, 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA 20147, INDIVIDUAL AGENT FOR FIXED INSURANCE SALES, 2-3 HOURS PER QUARTER DURING BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-17
• S63 Uniform Securities Agent State Law Examination
  1993-10-07

Other Names

• Karen Michelle Hepworth
• Karen Michelle Evans