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Karen Elizabeth Kehres

Investment Adviser Representative at Meyers Wealth Management, LLC

Columbus, OHCRD #2897936Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Karen Elizabeth Kehres is an investment adviser representative with Meyers Wealth Management, LLC in Columbus, OH, where they have been registered since 2017. They have worked in the securities industry since 2003 and were previously registered with Wells Fargo Clearing Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.

Office

5005 Horizons Drive, Suite 200
Columbus, OH 43220

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/11/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 11/13/2004
SIE
Securities Industry Essentials Examination
Passed 10/23/2017
Series 7
General Securities Representative Examination
Passed 3/31/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Meyers Wealth Management, LLCCurrent
10/26/2017 – Columbus, OH
Wells Fargo Clearing Services, LLC
4/11/2011 – 10/23/2017Columbus, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors LLC
    May 2009 – Nov 2016Columbus, OH
  2. Wells Fargo Clearing Services, LLC
    Nov 2016 – Oct 2017Columbus, OH
  3. Meyers Wealth Management, LLC
    Oct 2017 – no end date reportedColumbus, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Meyers Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • $500,000 and Below1.88%
  • $500,001 - $1,000,0001.63%
  • $1,000,001 - $2,500,0001.38%
  • $2,500,001 - $5,000,0001.13%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial Planning, Retirement & Estate Planning, Investment Advisory, Portfolio Analysis & Due Diligence, Life Insurance Planning & Analysis, and Corporate 401(K) Management.

Financial PlanningEstate PlanningInsuranceWealth Management
Firm areas of expertise
Financial PlanningRetirement PlanningEstate PlanningInvestment AdvisoryPortfolio AnalysisLife Insurance PlanningCorporate 401(k) ManagementWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Columbus, OH
SEC file number:
801-111815

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 6, 2026

View full firm profile

Other advisors at Meyers Wealth Management, LLC

8 other advisors in the directory

View Meyers Wealth Management, LLC firm profile

Similar advisors in Columbus, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Karen Elizabeth Kehres has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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