Karen Cristina Wackerbarth

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 08/2023 → 08/2024
  Raymond James Financial Services, Inc.
  Hollywood, FL
• 03/2021 → 10/2023
  Boston Consulting Group
  Chicago, IL
• 02/2018 → 02/2021
  A.T. Kearney
  Chicago, IL
• 08/2023 → 02/2026
  Bitnar And Associates Financial Group
  Hollywood, FL
• 09/2015 → 12/2017
  University Of Chicago
  Chicago, IL
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Seattle, WA
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Seattle, WA
• 01/2024 → 08/2024
  Raymond James Financial Services Advisors, Inc
  Hollywood, FL

Previous Registrations

• 2024-01-31 → 2024-09-06
  Raymond James Financial Services Advisors, Inc
  Seattle, WA

Other Businesses

(1)Name of Business: BITNAR AND ASSOCIATES FINANCIAL ADVISORS LLC Address: 9720 Stirling Rd Ste 210, Hollywood, FL, 33024-8015, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Responsibilities located in other details

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Other Names

• Karen Wackerbarth
• Karen Cristina Sanchez