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KH

Karen G. Hutton

ALLSTATE FINANCIAL SERVICES
Marshfield, MO 65706-2417
Some features on this profile are disabled
CRD#: 1835621
KH

Professional summary


Karen Gaye Hutton, who also goes by Karen Cliff, Karen Gaye Clift, Karen G Hutton, Karen Gayle Hutton, Karen Hutton, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Marshfield, Missouri.

Karen is registered as a RR (Registered Representative) and started their career in finance in 1989. Karen has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 9, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Cliff | Karen Gaye Clift | Karen G Hutton | Karen Gayle Hutton | Karen Hutton

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) - BD


Click below to view Karen Gaye Hutton'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®
None

Experience


Current

June 9, 2010 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 440 Meadowview Dr, Marshfield, MO 65706-2417Office #2: 110 S Lewis St, Monroe, WA 98272-2353
BD
CRD#: 18272
Marshfield, MO
Past

June 1, 2009 - May 11, 2010

MORGAN STANLEY

RIA
CRD#: 149777
SEATTLE, WA
Past

June 1, 2009 - May 11, 2010

MORGAN STANLEY

BD
CRD#: 149777
SEATTLE, WA
Past

September 9, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SEATTLE, WA
Past

June 25, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SEATTLE, WA
Past

December 8, 2005 - December 12, 2005

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
SEATTLE, WA
Past

December 7, 2005 - April 28, 2008

INTEGRITY TRADING, INC.

BD
CRD#: 104236
KIRKLAND, WA
Past

June 29, 2005 - December 12, 2005

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

January 2, 2003 - June 16, 2005

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

February 17, 1998 - December 2, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BELLEVUE, WA
Past

September 8, 1997 - December 2, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 21, 1995 - September 8, 1997

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

March 4, 1994 - January 20, 1995

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

July 18, 1989 - February 9, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 18, 1989 - February 9, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

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
Alaska
(5/15/2012)
RR
Arizona
(10/19/2021)
RR
Arkansas
(8/28/2025)
RR
Georgia
(1/10/2013)
RR
Idaho
(4/6/2017)
RR
Minnesota
(3/21/2024)
RR
Missouri
(1/8/2020)
RR
Oklahoma
(8/29/2025)
RR
Texas
(3/9/2023)
RR
Washington
(6/9/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/18/1997
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ALLSTATE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: , 8-36365

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508-1380
Mailing Address
Po Box 83271, Lincoln, NE 68501-3271
Phone number
(877) 232-2142
Established
Delaware since 11/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE6357880
DELANEY, SCOTT SULLIVANPRESIDENT AND CHIEF EXECUTIVE OFFICER2978681
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISCHAIRMAN OF THE BOARD2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113
WHITCOMB, MICHAEL JAMESFINOP7495756

Disclosures


Regulatory Event4
Arbitration1

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


ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272Marshfield, MO 65706-2417

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