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Karen Lynn Martin

Karen L. Martin

CETERA INVESTMENT ADVISERS | Financial Advisor
MIDLOTHIAN, TX
CRD#: 1626390
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Karen Lynn Martin
Karen Lynn MartinCETERA INVESTMENT ADVISERS

Professional summary

Karen Lynn Martin, CFP®, who also goes by Karen Lynn Edmondson, Karen Edmondson Martin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Midlothian, Texas and CETERA INVESTMENT SERVICES LLC located in Ft Worth, Texas.

Karen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Karen has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Karen Lynn Edmondson | Karen Edmondson Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Lynn Martin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

June 1, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 100 Lexington Street Suite 100, Ft Worth, TX 76102
RIA
CRD#: 105644
MIDLOTHIAN, TX
Current

June 1, 2026 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 100 Lexington Street Suite 100, Ft Worth, TX 76102
BD
CRD#: 15340
FT WORTH, TX
Past

December 1, 2021 - June 11, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Mansfield, TX
Past

December 1, 2021 - June 11, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Mansfield, TX
Past

October 7, 2021 - December 3, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANSFIELD, TX
Past

October 7, 2021 - December 3, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
MANSFIELD, TX
Past

June 15, 2015 - October 7, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANSFIELD, TX
Past

June 15, 2015 - October 7, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
MANSFIELD, TX
Past

December 18, 2014 - June 16, 2015

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
ARLINGTON, TX
Past

December 18, 2014 - June 16, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ARLINGTON, TX
Past

October 11, 2011 - December 22, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
ARLINGTON, TX
Past

October 11, 2011 - December 22, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
ARLINGTON, TX
Past

May 2, 2009 - October 3, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MIDLOTHIAN, TX
Past

May 2, 2009 - October 3, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MIDLOTHIAN, TX
Past

July 18, 2005 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
DALLAS, TX
Past

July 18, 2005 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
DALLAS, TX
Past

July 1, 2003 - October 15, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RICHMOND, VA
Past

July 1, 2003 - October 15, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 15, 1996 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
DALLAS, TX
Past

August 15, 1996 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 15, 1989 - August 23, 1996

TRADESTAR INVESTMENTS,INC.

BD
CRD#: 14565
HOUSTON, TX
Past

April 7, 1987 - October 4, 1988

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(6/1/2026)
IAR
Texas
(6/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/24/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/6/1987
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CETERA INVESTMENT ADVISERS LLC

Financial AdvisorCRD#: 105644Midlothian, TX

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