Kari Jo T. Bear
CONTINUUM ADVISORY
Liberty, MO 64068
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CRD#: 4925118
Kari Jo Thomann BearCONTINUUM ADVISORY
Professional summary
Kari Jo Thomann Bear, CFP®, who also goes by Kari Jo Bear, Kari Jo Thomann, Kari Jo Thomann Bear, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Liberty, Missouri and OSAIC WEALTH, INC. located in Liberty, Missouri.
Kari Jo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Kari Jo has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Kari Jo Bear | Kari Jo Thomann | Kari Jo Thomann Bear
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.
1) Continuum Advisory, LLC; Investment related; 873 E. State Street, Eagle, ID 83616; independent registered investment advisory firm; IAR; 6/2016; 120 hrs/month; 6 hrs during trading; investment advisor representative. 2) DBA Thomann Financial Services, Inc; Investment related; 126 Westwoods Drive, Liberty, MO 64068; DBA, fixed insurance sales; president/owner;2/2005; fixed insurance sales thru Thomann Financial Services, Inc and duties normal to operating a business, payroll, taxes, staffing, etc. 3) Insurance Sales; Not investment related; life & disability insurance; agent; 3/2008; 3 hrs/month; 1 hr during trading; commission sales of fixed life insurance and disability insurance sales. 4) POA & Successor Trustee for Immediate Family; Not investment related; POA & Successor TTEE; POA & successor trustee for immediate family member; 1/30/2015; 0 hrs/month; 0 hrs during trading; Not currently acting as POA or Successor TTEE. 5) Thomann Financial Services Inc 401k plan; Investment related; 126 Westwoods Ave, Liberty, MO 64068; ERISA 401k plan; trustee; 1/28/2013; 2 hrs/month; 0 hrs during trading; trustee for Thomann Financial Services 401k plan, provide investment advice to plan participants. 6) Liberty Hospital Foundation; Not investment related; 2525 Glenn Hendren Dr, Liberty, MO 64068; Mission to improve health, wellness & care in the Liberty Hospital community; Honorary Board Member; attend meetings without voting rights; unpaid; 1-5 hrs/month; 1-5 hrs/month during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kari Jo Thomann Bear'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: 2012
Experience
Current
October 4, 2016 - Present
CONTINUUM ADVISORY, LLC
Office #1: 126 Westwoods Drive, Liberty, MO 64068RIA
CRD#: 283155
Liberty, MO
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 126 Westwoods Drive, Liberty, MO 64068RIA
BD
CRD#: 23131
Liberty, MO
Past
November 14, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Liberty, MO
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
LIBERTY, MO
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
LIBERTY, MO
Past
February 12, 2008 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
LIBERTY, MO
Past
October 10, 2005 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
LIBERTY, MO
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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
RR
Arkansas(8/23/2024)
IAR
California(10/4/2016)
RR
Colorado(8/23/2024)
IAR
Florida(6/16/2024)
RR
Florida(8/23/2024)
RR
Illinois(7/17/2025)
IAR
Iowa(4/22/2024)
RR
Iowa(8/23/2024)
IAR
Kansas(4/22/2024)
RR
Kansas(8/23/2024)
IAR
Louisiana(5/3/2024)
RR
Minnesota(8/23/2024)
IAR
Missouri(4/26/2024)
RR
Missouri(8/23/2024)
RR
Nebraska(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Oklahoma(8/23/2024)
RR
Oregon(8/23/2024)
IAR
Texas(4/22/2024)
RR
Texas(8/23/2024)
RR
Washington(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)Loading...
Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
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.
