Karen R. O'brien
TRUENORTH WEALTH ADVISORS
SEATTLE, WA 98101
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CRD#: 4492812
Professional summary
Karen Ruth O'brien, CFP®, who also goes by Karen Ruth Brush, Karen R. O'brien, is a registered financial advisor currently at TRUENORTH WEALTH ADVISORS located in Seattle, Washington.
Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Karen has worked at 1 firm and has passed the Series 65 exam.
Biography
Karen co-founded trueNorth Wealth Advisors in 2001 after a twenty-year career in public and corporate accounting. She is a Certified Financial Planner™ practitioner as well as a Certified Public Accountant.
Karen developed trueNorth’s comprehensive financial planning process and is an active participant in client financial planning team strategy meetings. In her role as Managing Partner and Principal, Karen focuses on practice management and trueNorth’s long-term vision.
Licenses & Registrations
-Certified Financial Planner™ Certificant
-Certified Public Accountant - Washington State
Education
-Bachelor of Science in Accounting - City University
-CFP Certification Professional Educational Program - College for Financial Planning
-Fundamentals of Financial Life Planning Training-Money Quotient™
Professional Affiliations
-National Association of Personal Financial Advisors (NAPFA)
-Financial Planning Association (FPA)
-Accounting & Financial Women’s Alliance (AFWA)
Leadership Roles
-2010-2012 Treasurer, Women's University Club, Seattle
-2006-2008 President Advisory Board, Bellevue Chapter of ASWA
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Karen Ruth Brush | Karen R. O'brien
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.
CRS (Client Relationship Summary) - RIA
Click below to view Karen Ruth O'brien'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: 2004
Experience
Current
January 17, 2002 - Present
TRUENORTH WEALTH ADVISORS
Office #1: 1200 Fifth Avenue, Suite 1810, Seattle, Wa 98101, Seattle, WA 98101RIA
CRD#: 118273
SEATTLE, WA
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".
TRUENORTH WEALTH ADVISORS
TRUENORTH FINANCIAL SERVICES, LLC | TRUENORTH WEALTH ADVISORS
CRD#: 118273 / SEC#: 801-116702
RIA
Registered Investment Advisory firm - (5/24/2019 Approved)New Hampshire
Registered Investment Advisory firm - (7/22/2019 Terminated)Texas
Registered Investment Advisory firm - (12/15/2017 Terminated)Washington
Registered Investment Advisory firm - (6/13/2019 Terminated)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
Washington(1/17/2002)
Current Firm
TRUENORTH WEALTH ADVISORS
TRUENORTH FINANCIAL SERVICES, LLC | TRUENORTH WEALTH ADVISORS
CRD#: 118273 / SEC#: 801-116702
RIA
Registered Investment Advisory firm - (5/24/2019 Approved)New Hampshire
Registered Investment Advisory firm - (7/22/2019 Terminated)Texas
Registered Investment Advisory firm - (12/15/2017 Terminated)Washington
Registered Investment Advisory firm - (6/13/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Fifth Avenue, Suite 1810, Seattle, WA 98101
Mailing Address
Phone number
(206) 652-4314
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 568 |
| AUM (Assets Under Management) | $ 268,609,552 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
