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KC

Karen Collins

THREE-SIXTY WEALTH MANAGEMENT, LLC.
AUSTIN, TX
·CRD# 2224201·3 years experience

Professional Summary

Karen Collins, who also goes by Karen Arline Collins, Karen Arline Gardner, is a registered financial advisor currently at THREE-SIXTY WEALTH MANAGEMENT, LLC. located in Austin, Texas. Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Karen has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Karen Arline Collins, Karen Arline Gardner

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

THREE-SIXTY WEALTH MANAGEMENT, LLC.·CRD# 339056
RIA
13809 Research Boulevard Suite 500, Austin, TX 78750
January 28, 2026 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
December 19, 2025 - July 23, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Austin, TX
June 5, 2023 - January 12, 2024
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Austin, TX
May 12, 2023 - January 11, 2024

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Current Firm

TW
THREE-SIXTY WEALTH MANAGEMENT, LLC.

THREE-SIXTY FINANCE | THREE-SIXTY WEALTH MANAGEMENT, LLC. | THREE-SIXTY WEALTH MANAGEMENT

CRD#: 339056
Texas
Registered Investment Advisory firm - Texas (1/28/2026 Approved)

Contact Information

Main Address

13809 Research Boulevard Suite 500, Austin, TX 78750

Phone Number

(512) 920-0975

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.) Three-Sixty Wealth Management, LLC - 1/31/2024 - 13809 Research Boulevard, Suite 500, Austin, TX 78750 - Managing Member, IAR, Financial Planning, Investment advice and administrative, Invt-Rel, Financial planning and Investment Advisors, 140 hrs/mo; 0 hrs/mo (during trading hours). 2.) Katrina D. Collins Animal Welfare Foundation - 12/24/2015 - Austin, TX - Director, administrative, not Invt Rel, Not-For-Profit organization, 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) Katrina D. Collins Scholastic Achievement Foundation - 12/24/2015 - Austin, TX - Director, administrative, not Invt Rel, Not-For-Profit organization, 10 hrs/mo; 0 hrs/mo (during trading hours).

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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.
IAR
Texas
(1/28/2026)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

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KC
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