Karen Fleming

 

 

 

 

 

 

 

 

 

 

 

Karen Fleming is a Certified Financial Planner and Registered Principal with SagePoint Financial, Inc. Having been in the financial services arena since 1982, her experience is broad-based and well-grounded in technical knowledge and practical experience.

Her practice provides clear communications, exemplary client service and financial planning recommendations that are tailored to the needs and goals of the client.  Working in an open architecture financial planning environment allows Karen to consider a wide range of strategies.

Karen was born in Hutchinson, Kansas and is a graduate of Tabor College.  She currently holds the following security registrations: 6, 7, 24, 63, and 65 and currently practices in 40 states.  Also, she is Insurance licensed in 6 states.  In addition to her career successes, Karen has been actively involved in a variety of leadership roles in the community.

Karen’s family includes her husband, Jim, two adult daughters, their husbands, four grandsons - Brandon, Collin, Logan and William and one grand daughter, Anna Grace.  When Karen has spare time she loves to travel and golf. She also enjoys hosting friends and family for dinner parties.

 

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, TI, SC, SD, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 
 IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.