Karen Ann Duvon

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2008 → 01/2025
  Lincoln Financial Advisors
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2011-03-31 → 2025-01-24
  Osaic Fa, Inc.
  Potomac Falls, VA
  Vienna, VA
  Vienna, VA

Other Businesses

1) INSURANCE, INVESTMENT RELATED, AGENT, OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED LIFE INSURANCE AND LONG TERM CARE INSURANCE, START 07/01/2009, 10HPM/DTH. 2)KAREN DUVON, 8219 Leesburg Pike, Suite 200, Vienna, VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 1/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) KAREN DUVON POSITION: Self NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/31/2012 ADDRESS: 8219 Leesburg Pike, ste 200, Vienna VA 22182, United States DESCRIPTION: I receive Long Term care quotes/fixed index annuities/life insurance from Highland Capital

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-16
• S63 Uniform Securities Agent State Law Examination
  2008-12-08

Other Names

• Karen Singer
• Ann Duvon Karen