Kara Elizabeth Schoeppner

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

• 10/2025 → Present
  Reed Financial Services Llc
  Las Cruces, NM
• 05/2021 → 04/2024
  Self/Homemaker
  Las Cruces, NM
• 07/2014 → 05/2021
  Sam's Club Pharmacy
  Las Cruces, NM
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Las Cruces, NM
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Las Cruces, NM

Other Businesses

(1)Name of Business: Reed Financial Services Address: 650 Montana Ave Ste I, Las Cruces, NM, 88001-4294, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/16/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered branch professional: answering phones, processing client documents, buying CDs, opening new accounts

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29

Other Names

• Kara Taylor
• Kara Taylor Schoeppner
• Kara Schoeppner