Advisor at Meyers Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meyers Wealth Management, LLC
Location
Columbus, OH 43220
Credentials
Series 63, Series 65
Industry experience
23 years
Karen Kehres is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Meyers Wealth Management since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion across discretionary and non-discretionary accounts, offering portfolio management and related planning services with a focus on tactical asset allocation, value investing, and customized equity and fixed-income strategies.
Based on Meyers Wealth Management, LLC
Based on Meyers Wealth Management, LLC
$0 - $500,000: 1.75% - 2.00% $500,001 - $1,000,000: 1.50% - 1.75% $1,000,001 - $2,500,000: 1.25% - 1.50% $2,500,001 - $5,000,000: 1.00% - 1.25% $5,000,001+: 1.00% and Below
Fee-only: Fee based on percentage of assets under management as per tiered schedule; no commissions for advisory services
5005 Horizons Drive, Suite 200
Columbus, OH 43220
Ohio · Texas
Meyers Wealth Management, LLC
2017 - Present (9 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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