Karen J. Trimmer

PNC WEALTH MANAGEMENT LLC

Macon, NC

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CRD#: 2164857

Professional summary

Karen Jo Skretvedt Trimmer, who also goes by Karen Jo Catlett, Karen S Catlett, Karen Jo Skretvedt, Karen Jo Trimmer, Karen Jo Skretvedt Trimmer, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Macon, North Carolina.

Karen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Karen has worked at 13 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Jo Catlett | Karen S Catlett | Karen Jo Skretvedt | Karen Jo Trimmer | Karen Jo Skretvedt Trimmer

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.

(1) Name of Business: Address: 153 Cookout Terrace, Macon, NC, 27551, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasionally rent out time share weeks that I do not use. these can be various locations that I am able to get thru my points with the Wyndham Properties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Jo Skretvedt Trimmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Karen Jo Skretvedt Trimmer'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

October 23, 2025 - Present

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Macon, NC

Current

October 23, 2025 - Present

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Macon, NC

Past

July 16, 2024 - September 9, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Macon, NC

Past

July 16, 2024 - September 9, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

July 16, 2024 - September 9, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

January 4, 2023 - June 14, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MCLEAN, VA

Past

November 28, 2022 - June 14, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MCLEAN, VA

Past

July 20, 2016 - November 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RICHMOND, VA

Past

July 20, 2016 - November 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RICHMOND, VA

Past

December 17, 2014 - August 9, 2016

MORGAN STANLEY

RIA

CRD#: 149777

RALEIGH, NC

Past

December 3, 2014 - August 9, 2016

MORGAN STANLEY

CRD#: 149777

RALEIGH, NC

Past

November 30, 2007 - August 7, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

RICHMOND, VA

Past

November 30, 2007 - August 7, 2014

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

RICHMOND, VA

Past

May 17, 2002 - November 27, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

May 17, 2002 - November 27, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

May 6, 2002 - May 29, 2002

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

RICHMOND, VA

Past

March 9, 2002 - May 29, 2002

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

March 28, 2001 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

March 27, 2000 - March 28, 2001

BRANCH, CABELL & CO., INC.

CRD#: 6820

RICHMOND, VA

Past

June 23, 1997 - March 22, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 20, 1996 - July 23, 1997

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

October 17, 1995 - August 28, 1996

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA

Registered Investment Advisory firm - SEC (9/17/2003 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.

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

North Carolina
(10/23/2025)

IAR

North Carolina
(10/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/14/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 8/1/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/16/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/23/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/14/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/5/2000

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA

Registered Investment Advisory firm - SEC (9/17/2003 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222-2722

Mailing Address

1900 E. 9th Street 17th Floor, Cleveland, OH 44114

Phone number

(800) 762-6111

Established

Delaware since 09/17/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

1,585

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PORTFOLIO SOLUTIONS (10/17/2025)

PNC DIRECTIONS (10/17/2025)

GUIDED SOLUTIONS (10/17/2025)

PORTFOLIO SOLUTIONS STRATEGIST (10/17/2025)

CAPITAL DIRECTIONS ANNUITIES (10/17/2025)

CAPITAL DIRECTIONS (10/17/2025)

Direct owners and executive officers

Name	Position	CRD#
PNC BANK, NATIONAL ASSOCIATION	PARENT
BARNHART, TODD MARTIN	BOARD OF MANAGERS	6166298
FLYNN, SEAN	CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS	2790159
GUERRINI, RICHARD ROBERT	PRESIDENT, CEO, BOARD OF MANAGERS	1990015
HOLODINSKI, JOHN PAUL	BOARD OF MANAGERS	2494707
MITCHELL, JESSICA	BOARD OF MANAGERS	6624246
RAMOS, REGIS RESENDE	CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP	5205169
RICHARDSON, MARGARET MARY	CHIEF OPERATING OFFICER/BOARD OF MANAGERS	6002933
RODGERS, STEPHANIE ELIZABETH	BOARD OF MANAGERS & SECRETARY	6004741
SANTILLO, ROBERT WILSON	BOARD OF MANAGERS	5379581
SCHAFER, DAVID JOSEPH	CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER	1368781
THOMPSON, LEIGH CHASE	CHIEF LEGAL OFFICER	6534162
WEIDNER, KIMBERLY LYNN	CHIEF RISK OFFICER & BOARD OF MANAGERS	4080314

Regulatory assets under management

Total Number of Accounts	157,533
AUM (Assets Under Management)	$ 26,533,775,810

Disclosures

Regulatory Event	13
Arbitration	6

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2024	Cover Page	Report
09/20/2023	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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Karen J. Trimmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Jo Skretvedt Trimmer's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Karen Jo Skretvedt Trimmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

BRANCH, CABELL & CO., INC.

PRUDENTIAL EQUITY GROUP, LLC

ADVEST, INC.

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/1997

Series 63

Date: 10/26/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 6/14/2016

Series 31

Date: 8/1/2008

Series 7

Date: 10/16/1995

Series 24

Date: 5/23/2005

Series 10

Date: 8/14/2000

Series 9

Date: 7/5/2000

FINRA

Current Firm

PNC WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

PNC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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