Karen Le'ellen Coker
Professional Summary
Karen Le'ellen Coker, who also goes by Karen Leellen Allman, Karen Le'ellen Coker, Karen Leellen Coker, Karen Coker, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Oklahoma, Oklahoma and BLACKRIDGE ASSET MANAGEMENT, LLC located in Oklahoma, Oklahoma. Karen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Karen has worked at 11 firms and has passed the Series 65, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Karen Leellen Allman, Karen Le'ellen Coker, Karen Leellen Coker, Karen Coker
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
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.
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
Current Firm
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | WALKER INVESTMENTS | VANTAGE WEALTH MANAGEMENT | TRINITY CAPITAL MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE PATZER GROUP WEALTH MANAGEMENT | THE BARTHEL AGENCY | THE BALDASSARI GROUP | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS INVESTMENTS | SPRAWLS FINANCIAL | SMITH WEALTH | RETIREMENT AND ESTATE PLANNING SERVICES | PRINCIPIA PRIVATE WEALTH | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | MORAN WEALTH MANAGEMENT | LAVELLE FINANCIAL | LANDMARK FINANCIAL SERVICES | JOHN KERR FINANCIAL | JKS INVESTMENT GROUP | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | HNS ADVISORS | G & M INVESTMENT GROUP | FRATARCANGELI WEALTH MANAGEMENT | ELIAS FINANCIAL NETWORK LLC | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT GROUP | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BUCHANAN WEALTH MANAGEMENT OF TRINITY CAPITAL MANAGEMENT | BCT FINANCIAL | BADDERS & MOORE WEALTH MANAGEMENT OF TRINITY CAPITAL | ASCEND WEALTH | AP CAPITAL MANAGEMENT | ANN A. MOORE FINANCIAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
Contact Information
Main Address
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240Phone Number
(317) 581-4000# of Employees
100SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
9,751AUM (Assets Under Management)
$6,008,300,727Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | Cover Page | Report |
| 02/28/2024 | Cover Page | Report |
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
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.
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
Primary Firm SEC Registration
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | WALKER INVESTMENTS | VANTAGE WEALTH MANAGEMENT | TRINITY CAPITAL MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE PATZER GROUP WEALTH MANAGEMENT | THE BARTHEL AGENCY | THE BALDASSARI GROUP | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS INVESTMENTS | SPRAWLS FINANCIAL | SMITH WEALTH | RETIREMENT AND ESTATE PLANNING SERVICES | PRINCIPIA PRIVATE WEALTH | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | MORAN WEALTH MANAGEMENT | LAVELLE FINANCIAL | LANDMARK FINANCIAL SERVICES | JOHN KERR FINANCIAL | JKS INVESTMENT GROUP | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | HNS ADVISORS | G & M INVESTMENT GROUP | FRATARCANGELI WEALTH MANAGEMENT | ELIAS FINANCIAL NETWORK LLC | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT GROUP | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BUCHANAN WEALTH MANAGEMENT OF TRINITY CAPITAL MANAGEMENT | BCT FINANCIAL | BADDERS & MOORE WEALTH MANAGEMENT OF TRINITY CAPITAL | ASCEND WEALTH | AP CAPITAL MANAGEMENT | ANN A. MOORE FINANCIAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
State Registrations and Notice Filings
(6/26/2024)
(6/26/2024)
(7/9/2024)
(7/3/2024)
(6/27/2024)
(6/27/2024)
(7/1/2024)
(7/1/2024)
(7/1/2024)
(6/27/2024)
(6/27/2024)
(7/22/2024)
(6/27/2024)
(7/23/2024)
(7/11/2024)
(7/2/2024)
(6/26/2024)
(6/26/2024)
(7/1/2024)
(6/28/2024)
(7/5/2024)
(6/27/2024)
(6/28/2024)
(7/3/2024)
(6/27/2024)
(6/27/2024)
(6/27/2024)
(6/28/2024)
(6/26/2024)
(7/1/2024)
(6/27/2024)
(7/1/2024)
(6/26/2024)
(7/1/2024)
(1/7/2025)
(6/28/2024)
(1/11/2024)
(7/2/2024)
(6/27/2024)
(6/27/2024)
(7/9/2024)
(6/28/2024)
(7/3/2024)
(7/1/2024)
(6/27/2024)
(6/27/2024)
(6/27/2024)
(6/27/2024)
(6/27/2024)
(6/26/2024)
(7/1/2024)
(7/1/2024)
(6/27/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
CRS (Client Relationship Summary) - RIA
Click below to view Karen Le'ellen Coker's CRS (Customer Relationship Summary).
Similar Advisors
CURTIS ADVISORY GROUP, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
BARGELD FINANCIAL
