Karen E. Van Voorhis

AMERITAS ADVISORY SERVICES

NORWELL, MA 02061

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CRD#: 4573506

Professional summary

Karen Elizabeth Van Voorhis, CFP®, who also goes by Karen Sitts, Karen E. Van Voorhis, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Norwell, Massachusetts.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Karen has worked at 8 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Sitts | Karen E. Van Voorhis

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.

Daniel J. Galli & Associates; same as branch; inv rel; financial services, financial planning, investment management; Employee; start date=01/2019; hrs/mo=160; trading hrs/mo=160; assist with client meetings, planning and presentations * PFE Group; 153 Cordaville Rd Ste 230, Southborough MA 01772; inv rel; provide financial education and counselling to corporate clients of United Capital and PFE; Educator; start date=06/2019; hrs/mo=10; trading hrs/mo=5; present proprietary education workshops to employees of corporations that contract with PFE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Elizabeth Van Voorhis'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: 2003

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 101 Longwater Circle Ste 203, Norwell, MA 02061

RIA

CRD#: 317245

NORWELL, MA

Past

March 5, 2019 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

NORWELL, MA

Past

February 6, 2017 - December 27, 2018

LION STREET ADVISORS, LLC

RIA

CRD#: 167610

NEWTON, MA

Past

May 16, 2016 - February 2, 2017

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

NEWTON, MA

Past

June 24, 2015 - May 11, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

NEWTON, MA

Past

September 26, 2011 - May 18, 2015

LEXINGTON WEALTH MANAGEMENT, INC.

RIA

CRD#: 135507

LEXINGTON, MA

Past

January 3, 2005 - May 3, 2010

CALIBRE ADVISORY SERVICES INC.

RIA

CRD#: 133333

WALTHAM, MA

Past

March 7, 2002 - December 16, 2004

TANAGER FINANCIAL SERVICES INC

RIA

CRD#: 106270

WALTHAM, MA

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".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 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

Massachusetts
(11/1/2021)

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

State Security Law Exam

IAR

Series 65

Date: 1/29/2002

Uniform Investment Adviser Law Examination

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Karen E. Van Voorhis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Elizabeth Van Voorhis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

LION STREET ADVISORS, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LEXINGTON WEALTH MANAGEMENT, INC.

CALIBRE ADVISORY SERVICES INC.

TANAGER FINANCIAL SERVICES INC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2002

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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