Best Investors Account Sign in

Karlynn Kari Schramm

Raymond James & Associates, Inc.

Denver, CO

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-12
  • CO RA
    APPROVED
    Since 2026-02-12

Branch Locations

100 Saint Paul Street Suite 600, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gallagher Benefit Services, Inc. Centennial CO 03/2015 03/2022
Kestra Financial Services, Inc. Austin TX 04/2016 03/2022
Triad Advisors Norcross GA 03/2022 08/2024
Gallagher Fiduciary Advisors, Llc Greenwood Village CO 04/2022 02/2026
Osaic Wealth, Inc. Centennial CO 08/2024 02/2026
Raymond James & Associates Denver CO 02/2026 Present
  • 03/2015 → 03/2022
    Gallagher Benefit Services, Inc.
    Centennial, CO
  • 04/2016 → 03/2022
    Kestra Financial Services, Inc.
    Austin, TX
  • 03/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 04/2022 → 02/2026
    Gallagher Fiduciary Advisors, Llc
    Greenwood Village, CO
  • 08/2024 → 02/2026
    Osaic Wealth, Inc.
    Centennial, CO
  • 02/2026 → Present
    Raymond James & Associates
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-06
S63 Uniform Securities Agent State Law Examination 1996-11-07
  • S65 Uniform Investment Adviser Law Examination
    2006-05-06
  • S63 Uniform Securities Agent State Law Examination
    1996-11-07

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor