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KR

Karen D. Rinehart

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CRD#: 3061395
KR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karen Denise Rinehart, who also goes by Karen Denise Newton, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1998. Karen had worked at 9 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Denise Newton

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.
Outside Employment; Henssler Financial; I do not have a title; Kennesaw GA 30144; Investment related; June 2017; 0-9 hours per month; 0 during trading hours. True North Group, LLC; Director of Business Development; Jacksonville Beach, FL 32250; Not Investment Related; October 2018; 0 hours per month; 0 hours during trading.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 21, 2021 - April 28, 2022

IGNITE FINANCIAL LLC

RIA
CRD#: 310329
Roswell, GA
Past

November 13, 2018 - January 15, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Jacksonville Beach, FL
Past

November 13, 2018 - January 15, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Jacksonville Beach, FL
Past

March 14, 2014 - January 4, 2017

CPC ADVISORS, LLC

RIA
CRD#: 111025
ATLANTA, GA
Past

July 19, 2013 - December 8, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ATLANTA, GA
Past

September 7, 2012 - July 22, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ATLANTA, GA
Past

July 26, 2005 - August 2, 2012

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
KENNESAW, GA
Past

April 8, 2003 - September 10, 2012

HENSSLER FINANCIAL

RIA
CRD#: 104545
MARIETTA, GA
Past

August 20, 2002 - May 20, 2005

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

July 17, 1998 - July 12, 2002

INCAP SECURITIES, INC.

BD
CRD#: 25401
BALTIMORE, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IF
IGNITE FINANCIAL LLC
ENVISION WEALTH ADVISORY GROUP | TRUE NORTH GROUP, LLC | IGNITE FINANCIAL LLC | IGNITE FINANCIAL

CRD#: 310329 / SEC#:

Florida
Registered Investment Advisory firm - (1/21/2021 Approved)
Georgia
Registered Investment Advisory firm - (3/3/2021 Approved)
Texas
Registered Investment Advisory firm - (9/17/2020 Conditional Restricted)
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Contact information


Main Address
Ponte Vedra Beach, FL
Mailing Address
Phone number
(904) 395-7424
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts126
AUM (Assets Under Management)$ 21,904,913

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.

Company Information


IGNITE FINANCIAL LLC

CRD#: 310329

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