Karen A. Miller

GASBER FINANCIAL ADVISORS,

Folsom, CA 95630-4157

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CRD#: 2945192

Professional summary

Karen Arvilla Miller, CFP®, who also goes by Karen Arvilla Yeackel, is a registered financial advisor currently at GASBER FINANCIAL ADVISORS, INC located in Folsom, California.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Karen has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Arvilla Yeackel

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) - RIA

Click below to view Karen Arvilla Miller'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 24, 2013 - Present

GASBER FINANCIAL ADVISORS, INC

Office #1: 81 Blue Ravine Road Suite 250, Folsom, CA 95630-4157

RIA

CRD#: 157329

Folsom, CA

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".

GASBER FINANCIAL ADVISORS, INC

CRD#: 157329 / SEC#: 801-72295

RIA

Registered Investment Advisory firm - (4/27/2011 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

California
(9/24/2013)

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

Current Firm

GASBER FINANCIAL ADVISORS, INC

CRD#: 157329 / SEC#: 801-72295

RIA

Registered Investment Advisory firm - (4/27/2011 Approved)

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Contact information

Main Address

81 Blue Ravine Road Suite 250, Folsom, CA 95630-4157

Mailing Address

Phone number

(916) 985-2594

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2023 GASBER FINANCIAL ADVISORS, INC ADV 2A (5/16/2025)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 159,881,787

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.

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Karen A. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GASBER FINANCIAL ADVISORS, INC

Primary Firm SEC Registration

GASBER FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Current Firm

GASBER FINANCIAL ADVISORS, INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GASBER FINANCIAL ADVISORS, INC

TRUST BUT VERIFY

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