Kara L. Downing

ENDEAVOR WEALTH ADVISORS

Pepper Pike, OH 44122

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CRD#: 5320643

Professional summary

Kara Lynn Downing, CFP®, who also goes by Kara Lynn Agnello, is a registered financial advisor currently at ENDEAVOR WEALTH ADVISORS, LLC located in Pepper Pike, Ohio.

Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kara has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kara Lynn Agnello

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 Lynn Downing'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: 2007

Experience

Current

September 3, 2019 - Present

ENDEAVOR WEALTH ADVISORS, LLC

Office #1: 29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122

RIA

CRD#: 305348

Pepper Pike, OH

Past

March 3, 2016 - December 31, 2019

YOUNITY WEALTH PARTNERS, LLC

RIA

CRD#: 282817

PEPPER PIKE, OH

Past

April 9, 2007 - January 28, 2016

SPERO-SMITH INVESTMENT ADVISERS, INC.

RIA

CRD#: 105428

CLEVELAND, OH

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".

ENDEAVOR WEALTH ADVISORS, LLC

CRD#: 305348 / SEC#: 801-122214

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(9/3/2019)

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: 12/15/2006

Uniform Investment Adviser Law Examination

Current Firm

ENDEAVOR WEALTH ADVISORS, LLC

CRD#: 305348 / SEC#: 801-122214

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

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Contact information

Main Address

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122

Mailing Address

Phone number

(216) 373-0808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 221,615,927

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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Kara L. Downing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kara Lynn Downing's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR WEALTH ADVISORS, LLC

YOUNITY WEALTH PARTNERS, LLC

SPERO-SMITH INVESTMENT ADVISERS, INC.

Primary Firm SEC Registration

ENDEAVOR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2006

Current Firm

ENDEAVOR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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