Ned Karren, CFA®
Seattle, Washington, 98104
Member Since 2006
The type of counsel we offer our clients is rare in our industry - it is deeply rooted in your goals as well as our committment to professional integrity. As your life and investment plans evolve, we\'re dedicated to guiding you through the financial maze. We are committed to providing personalized attention and handcrafted expertise that will assist you in your financial decisions and journey. The result is the achievement of your most important financial goals: quality educations for your children, a comfortable retirement, and financial security late in life when you need it the most.
My Location
Background Information
Years of Financial Experience
- 37
Education
- Brigham Young Univeristy (B.A.)
- Northwestern University (MBA, Finance and Investments)
Certifications and Designations
- CFA®
Association Memberships
- Society of Chartered Financial Analysts
- Seattle Society of Chartered Financial Analysts
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- State Street Bank
- Bank of New York
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 104531
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Kunath Karren Rinne & Atkin, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Washington
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice
Visit Website - http://www.kkra.com
