Karyn Leigh Warren

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

• 12/2012 → 06/2024
  Securities America, Inc.
  Keswick, VA
• 12/2012 → 06/2024
  Securities America Advisors, Inc.
  Keswick, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Keswick, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Keswick, VA

Previous Registrations

• 2012-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Keswick, VA
• 2002-06-17 → 2012-12-07
  Investors Security Company, Inc.
  Keswick, VA
  Suffolk, VA
  Keswick, VA
  Keswick, VA
  Suffolk, VA

Other Businesses

1.WARREN REAL PROPERTIES, LLC POSITION: Owner/Manager NATURE: RENTAL PROPERTY -PROPERTY -OWNER/MANAGER- 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 03/01/1989 ADDRESS: 110 Warren Crescent Drive, Keswick VA 22947 DESCRIPTION: Warren Real Properties, llc; KW Real Properties, llc; (Spouse solely owns DW Real Properties, llc) For the two LLCs above that I own, I seek tenants, sign leases, collect rent, arrange for repair work, manage money for bills/taxes, when needed I will do various manual labor to the homes, etc. Residential Property only 2. WARREN FINANCIAL,LLC POSITION: Owner/Agent NATURE: LLC: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 04/1999 - LOCATED AT 110 WARREN CRESCENT DR, KESWICK, VA 22947 - 15% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/01/1999 ADDRESS: 110 Warren Crescent Drive, Keswick VA 22947, United States DESCRIPTION: As a part of financial planning I offer life, health, and annuity products to clients. I do some Medicare supplement sales. 3. WARREN REAL PROPERTIES, LLC POSITION: Owner/Manager NATURE: Residential Rental Property; 3 LLCs for the overall rental businesses INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 03/01/1989 ADDRESS: 110 Warren Crescent Drive, Keswick VA 22947, United States DESCRIPTION: Warren Real Properties, llc; KW Real Properties, llc; (Spouse solely owns DW Real Properties, llc) For the two LLCs above that I own, I seek tenants, sign leases, collect rent, arrange for repair work, manage money for bills/taxes, when needed I will do various manual labor to the homes, etc. Residential Property only

Exams

• S66 Uniform Combined State Law Examination
  1999-03-06

Designations

• Certified Financial Planner

Other Names

• Karn Wilhelm
• Karen Wilhelm
• Karen Bistodeau
• Karyn Warren