Karolyn Joy Wotring

Current Employers

Employment History

• 06/2018 → 10/2018
  Westridge Managment Co
  Barrington, IL
• 02/2016 → 06/2018
  The Tranel Financial Group
  Mundelein, IL
• 11/2018 → 01/2019
  Unemployed
  Mundelein, IL
• 01/2019 → 06/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2019 → 06/2024
  Northwestern Mutual Investment Services Llc
  Vernon Hills, IL
• 04/2019 → 06/2024
  Northwestern Mutual Wealth Mangement Company
  Milwaukee, WI
• 06/2024 → Present
  Hornor, Townsend, & Kent Llc
  Horsham, PA
• 03/2024 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2019-02-08 → 2024-06-07
  Northwestern Mutual Investment Services, Llc
  Vernon Hills, IL
  Boca Raton, FL
• 2018-08-08 → 2018-11-07
  Ehlert Financial Group, Inc.
  Lincolnshire, IL
• 2016-06-16 → 2018-06-07
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Wilmington, NC

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 N MILITARY TRAIL, SUITE 420, BOCA RATON, FL 33431 | START DATE: 06/06/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) FSW ADVISORS | INVESTMENT RELATED: YES | DBA NAME: FSW ADVISORS | POSITION HELD: OWNER | ADDRESS: 400 SCOTIA DR APT 203 HYPOLUXO, FL 33462 | START DATE: 06/06/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: SPEAKING, TEACHING, SALES AND SERVICE OF LIFE INSURANCE AND INVESTMENTS AS WELL AS FINANCIAL PLANNING FOR WOMEN AND DIVORCE FINANCIAL CONSULTING. 3) NON-PROFIT NETWORKING | INVESTMENT RELATED: NO | DBA NAME: WOMENS EXECUTIVE CLUB OF SOUTH FLORIDA | POSITION HELD: BOARD OF DIRECTOR/SECRETARY | ADDRESS: BOCA RATON, FL | START DATE: 06/06/2024 | NATURE OF ACTIVITY: NON-PROFIT NETWORKING | APPROX HRS PER MTH: 6 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: TAKE MEETING MINUTES AT MONTHLY BOARD MEETINGS, ATTEND ONE PLANNING MEETING ANNUALLY. ATTEND EVENTS, ASSIST WITH REGISTRATION AND WELCOMING OF MEMBERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-16
• S63 Uniform Securities Agent State Law Examination
  2016-04-13

Other Names

• Karolyn Booker
• Karolyn Joy Wotring
• Karolyn Booker
• Karolyn Wotring