Karen Sue Wehner

Current Employers

Employment History

• 08/2001 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 03/2023
  Securities America, Inc.
  Minnetonka, MN
• 07/2020 → 03/2023
  Securities America Advisors
  Minnetonka, MN
• 03/2023 → Present
  Royal Alliance
  New York, NY

Previous Registrations

• 2020-07-23 → 2023-03-31
  Securities America Advisors, Inc.
  Minnetonka, MN

Other Businesses

1. NATIONAL ORGANIZATION OF WOMEN POSITION: President NATURE: I am a member of National Organization of Women - NOW I receive no compensation and am currently involved as a member only. At one point I served as the president, but am no longer in that capacity. As of last meeting, October 23 of 2022 I was again reelected president. Again this is a volunteer Position, and I have nothing to do with the finances - we have a treasurer for that purpose. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 1100 H Street NW Suite 300, Washington DC DC 20005, United States DESCRIPTION: Member only- Primarily social 2. PENN MUTUAL POSITION: Agent Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2006 ADDRESS: 10825 Watson Road, Suite 120, St. Louis MO 63127, United States DESCRIPTION: I use Penn Mutual for fixed life insurance business 3. WEHNER AND ASSOCIATES POSITION: Owner NATURE: DBA only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2004 ADDRESS: 4565 Wilson Street, Minnetonka MN 55345, United States DESCRIPTION: DBA Name only

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-12-06

Designations