Karen Ricketts
Advisor at Your IA, LLC
Updated today
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.
About
Karen Ricketts is a financial advisor at Your IA, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company, Madison Avenue Securities, and Edward Jones. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm offers customized portfolio construction and implements strategies using model portfolios and third-party managers, maintaining trading authority even when delegating portfolio management.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
Evansville, IN
Most active in
Karen R has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Your IA, LLC
2026 - Present (1 year)
Northwestern Mutual Wealth Management Company
2024 - 2026 (2 years)
Cameron Klemczewski
2023 - 2026 (3 years)
Joshua Miller
2023 - 2026 (3 years)
Northwestern Mutual Investment Services LLC
2023 - 2026 (3 years)
Unemployed
2023 - 2023 (1 year)
Cambridge Investment Research, Inc.
2023 - 2023 (1 year)
Thimbleberry Financial
2023 - 2023 (1 year)
Cambridge Investment Research Advisors
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Madison Avenue Securities, LLC
2019 - 2022 (3 years)
Vineyard Financial
2019 - 2023 (4 years)
UnEMPLOYED
2016 - 2019 (3 years)
Edward Jones
2007 - 2016 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Brandon H
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
Brian H
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
David P
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
Kaylan A
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Hunter G
Series 65
St. George, UT
Periope, LC
Rick J
CFA®
Saint George, UT
Evestia Financial
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")