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KB

Kara M. Branson

SINGER WEALTH MANAGEMENT
Missoula, MT
Some features on this profile are disabled
CRD#: 3065833
KB
Kara Marie BransonSINGER WEALTH MANAGEMENT

Professional summary

Kara Marie Branson, who also goes by Kara Branson, Kara Kubasko, Kara Marie Rogers, is a registered financial advisor currently at SINGER WEALTH MANAGEMENT located in Missoula, Montana.

Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kara has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Aliases

Kara Branson | Kara Kubasko | Kara Marie Rogers

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 Kara Marie Branson'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®
None

Experience

Current

July 7, 2026 - Present

SINGER WEALTH MANAGEMENT

RIA
CRD#: 299603
Missoula, MT
Past

October 6, 2020 - January 24, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MISSOULA, MT
Past

October 5, 2020 - March 25, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MISSOULA, MT
Past

June 29, 2016 - April 18, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BELLEVUE, WA
Past

December 3, 2015 - April 18, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BELLEVUE, WA
Past

June 1, 2009 - November 5, 2015

MORGAN STANLEY

BD
CRD#: 149777
SEATTLE, WA
Past

March 21, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SEATTLE, WA
Past

July 27, 1998 - October 31, 2000

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA

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
Montana
(7/7/2026)
IAR
Washington
(7/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/29/2003
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/30/2003
General Securities Sales Supervisor - Options Module Examination

Current Firm

SW
SINGER WEALTH MANAGEMENT
SINGER WEALTH MANAGEMENT | SINGER WEALTH MANAGEMENT, LLC

CRD#: 299603 / SEC#:

California
Registered Investment Advisory firm - (5/20/2025 Approved)
New York
Registered Investment Advisory firm - (3/22/2024 Approved)
Texas
Registered Investment Advisory firm - (3/8/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/29/2019 Approved)
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Contact information

Main Address
1406 Harvard Ave #2, Seattle, WA 98122
Mailing Address
Phone number
(206) 300-7464
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts318
AUM (Assets Under Management)$ 81,455,785

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

SINGER WEALTH MANAGEMENT

CRD#: 299603Missoula, MT

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