Karen Jeanne Maurer

Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2003 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 03/2021 → 06/2022
  Pet Me Pet Supplies, Llc
  Ballwin, MO
• 10/2023 → Present
  Krilogy Ria
  Creve Coeur, MO
• 10/2023 → Present
  Saxony Securities, Inc.
  St. Louis, MO

Previous Registrations

• 2003-06-09 → 2023-11-02
  Crown Capital Securities, L.P.
  Chesterfield, MO
  Chesterfield, MO
  Chesterfield, MO
• 2000-11-02 → 2003-06-18
  Sentra Securities Corporation
  Chesterfield, MO

Other Businesses

1) Krilogy Financial, LLC; DBA for investment related activities 2) Krilogy Financial, LLC; OBA for investment related activity; 275 N. Lindbergh, Suite 20, St. Louis, MO 63141; Investment Advisory Business; Financial Advisor; Began 10/2/2023; 160 hrs/mo; conduct advisory business through RIA 3) St. Louis Crisis Nursery; non-investment related; 11170 Administration Dr., St. Louis, MO 63146; Nursery, board member, began 2005; 3 hrs/mo; advise CEO of nursery. 4) Blenheim Group, LLC; OBA for investment related business; non variable insurance sales; insurance agent; began 2/4/2003; 1-160 hrs/mo; insurance policy sales 5) Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suite 20 St. Louis, MO 63141; 10/31/2023; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services

Exams

• S66 Uniform Combined State Law Examination
  2002-11-11
• S63 Uniform Securities Agent State Law Examination
  1995-08-10

Designations

• Certified Financial Planner

Other Names

• Karen Jeanne Gosebrink
• Karen Jeanne Haselhorst
• Karen Jeanne Haselhorst
• Karen Jeanne Evans