Karron E. Wages
Financial Decisions | Senior Financial AdvisorAFFILIATED WITH ADVISORY ALPHA
Little Rock, AR 72212
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CRD#: 2842913
Professional summary
Karron Edgar Wages, CFP®, who also goes by Karron Edgar Hofmann, Karron Hofmann, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Little Rock, Arkansas.
Karron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Karron has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Biography
Karron E. Wages, CFP®, is the Senior Financial Advisor at Financial Decisions. She earned her B.S. in Business Administration & Finance from the University of Montevallo in 1988, and her CFP® license in 1996.
She began her financial planning career in 1996 with The Arkansas Financial Group, Inc. Since the founders of The Arkansas Financial Group (Rick Adkins and Cindy Conger) were also founders of Financial Decisions, Inc., Karron transitioned over to lead Financial Decisions in 2005.
Karron is your primary decision partner and financial planner. Her role is to see the big picture of your financial situation and help put all the puzzle pieces together for your best outcome.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Attending College
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Getting Married
Insurance
Retirement
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Karron Edgar Hofmann | Karron Hofmann
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) Financial Decisions, Inc; Investment-related; 10825 Financial Centre Parkway, Ste 320, Little Rock, AK 72211; Financial services; President; 09/2005; Approx 1 hour/month; Approx. 1 hour/month during trading hours; Business tax reporting and annual business requirements.
CRS (Client Relationship Summary) - RIA
Click below to view Karron Edgar Wages's 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®
Start date: 1996
Experience
Current
August 17, 2022 - Present
ADVISORY ALPHA, LLC
Office #1: 11311 Arcade Drive Suite 110, Little Rock, AR 72212RIA
CRD#: 158282
Little Rock, AR
Past
November 18, 2005 - July 22, 2022
FINANCIAL DECISIONS, INC.
RIA
CRD#: 117639
LITTLE ROCK, AR
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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 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.Highlighted states indicate IAR registrations
IAR
Arkansas(8/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22,480 |
| AUM (Assets Under Management) | $ 3,468,083,482 |
Red Flags
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Company Information
ADVISORY ALPHA, LLC
Senior Financial AdvisorCRD#: 158282Little Rock, AR 72212DBA Information
Financial Decisions
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Contact information
(xxx) xxx-xxxx
