Karen Elizabeth Van Voorhis
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Karen Elizabeth Van Voorhis is an investment adviser representative with Ameritas Advisory Services, LLC in Norwell, MA, where they have been registered since 2021. They have worked in the securities industry since 2003 and have been registered with 8 firms, including Ameritas Advisory Services and LION Street Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Financial Services, Inc.Apr 2016 – Feb 2017Austin, TX
- LION Street AdvisorsFeb 2017 – Nov 2018Newton, MA
- Daniel J. Galli & AssociatesJan 2019 – no end date reportedNorwell, MA
- Ameritas Investment CorpFeb 2019 – Nov 2021Lincoln, NE
- Sapers & Wallack, Inc.Oct 2012 – Nov 2018Newton, MA
- Ameritas Advisory Services, LLCNov 2021 – no end date reportedLincoln, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, 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
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
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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 Van Voorhis 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.
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