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Karen K Wegner

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Minneapolis, MN

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-04-22
  • MN RA
    APPROVED
    Since 2018-04-22

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • 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
Waddell & Reed Inc Maple Grove MN 05/2016 10/2016
Various Insurance Carriers For W & R Insurance Agencies Crystal MN 05/2016 10/2016
Rodney L Priebe Maple Grove MN 05/2016 10/2016
The Priebe Group Llc Maple Grove MN 05/2016 03/2018
Lpl Financial, Llc Maple Grove MN 10/2016 03/2018
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 04/2018 Present
  • 05/2016 → 10/2016
    Waddell & Reed Inc
    Maple Grove, MN
  • 05/2016 → 10/2016
    Various Insurance Carriers For W & R Insurance Agencies
    Crystal, MN
  • 05/2016 → 10/2016
    Rodney L Priebe
    Maple Grove, MN
  • 05/2016 → 03/2018
    The Priebe Group Llc
    Maple Grove, MN
  • 10/2016 → 03/2018
    Lpl Financial, Llc
    Maple Grove, MN
  • 04/2018 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-20
  • S66 Uniform Combined State Law Examination
    2017-03-20
Other Names
  • Karen K Wegner Hope
  • Karen K Hope
  • Karen K Wegner
  • Karen Kristine Wegner

View on SEC IAPD

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