Advisor at Palisade Investments, 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
Palisade Investments, LLC
Location
Zephyr Cove, NV 89448-3049
Credentials
Series 63, Series 65
Industry experience
25 years
Karen Pride is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Palisade Investments since 2016 and maintains ongoing roles with Integrated Money Management, LLC, and Financial Tax Team. In addition to her advisory work, she prepares tax returns as a partner at Financial Tax Team and operates as an independent insurance agent. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, with a notable emphasis on non-discretionary management and participant-directed services.
Based on Palisade Investments, LLC
Based on Palisade Investments, LLC
Negotiated fixed fees possible based on services and assets managed; specific amounts not stated.
0.10% to 2.0% annually (negotiable, can vary by account size and other factors)
Minimum fee: Minimum fees may be imposed on qualified plan clients; specific amounts not stated. Fee-only: Fees are charged as percentage of assets under advisement or fixed fees; no commissions received.
625 Highway 50, Suite 301
Zephyr Cove, NV 89448-3049
California · Nevada · Texas
Palisade Investment
2016 - Present (10 years)
Integrated Money Management, Llc
2013 - Present (13 years)
Finanical Tax Team
2007 - Present (19 years)
Karen Pride
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
Alpine Meadows, CA
Alpine Peaks Consulting
Series 63, Series 65
Gardnerville, NV
Heinz Global Asset Management, Inc.
CFP®, Series 66
Zephyr Cove, NV
Wealth in Yourself LLC
Series 63, Series 65
Lake Tahoe, NV
Medical Funding Professionals
Series 63, Series 66
Gardnerville, NV
Artience Capital Management, LLC
Series 65
Glenbrook, NV
Kaitz Investments Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")