Karen Katinas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2019 → 12/2021
  Ameriprise Financial Services, Llc.
  Novi, MI
• 01/2023 → 04/2025
  J.P. Morgan Securities Llc
  Farmington, MI
• 01/2023 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Farmington, MI
• 07/2013 → 01/2019
  Unemployed
  Novi, MI
• 01/2022 → 12/2022
  Unemployed
  Novi, MI
• 04/2025 → Present
  Lpl Financial Llc
  Canton, MI
• 04/2025 → Present
  Flagstar Bank N.A.
  Canton, MI

Previous Registrations

• 2023-01-30 → 2025-04-02
  J.P. Morgan Securities Llc
  Farmington, MI
  Commerce Twp, MI
• 2021-05-18 → 2021-12-21
  Ameriprise Financial Services, Llc
  Novi, MI
  Troy, MI
  Novi, MI

Other Businesses

1) 03/14/2025 - Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related / at reported business location (s) 2) 03/14/2025 - Real Estate Rental / Co-Owner / Investment Related / Kitty Hawk NC 27949 / Start date 04/01/2022 - 3) 03/14/2025 - Flagstar Bank N.A / Notary / Investment Related / Canton MI 48188 / Start date 03/12/2025

Exams

• S66 Uniform Combined State Law Examination
  2021-05-13
• S65 Uniform Investment Adviser Law Examination
  1997-08-26
• S63 Uniform Securities Agent State Law Examination
  1993-12-21

Other Names

• Karen Marie Noonan
• Karen Noonan
• Karen Marie Katinas