AdFi
KJ

Karen Jeanne Maurer

Investment Adviser Representative at Krilogy

St. Louis, MOCRD #2624379Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
Exams Passed
5

Professional summary

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

Karen Jeanne Maurer is an investment adviser representative with Krilogy in St. Louis, MO, where they have been registered since 2023. They have worked in the securities industry since 1995 and have been registered with 3 firms, including Crown Capital Securities, L.P. and Sentra Securities Corp. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri and Texas.

Office

275 N. Lindbergh, Ste. 20
St. Louis, MO 63141

Advisors at this office: 43

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

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Texas
Broker:
7 states and territories

Colorado, Florida, Illinois, Minnesota, Missouri, New Mexico, Virginia

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/11/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 8/10/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/12/1995
Series 24
General Securities Principal Examination
Passed 1/19/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KrilogyCurrent
10/31/2023 – St. Louis, MO
Crown Capital Securities, L.P.
6/9/2003 – 11/2/2023Chesterfield, MO
Sentra Securities Corp
11/2/2000 – 6/18/2003Chesterfield, MO

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. Crown Capital Securities, LP
    Jun 2003 – Oct 2023Orange, CA
  2. PET ME PET Supplies, LLC
    Mar 2021 – Jun 2022Ballwin, MO
  3. Krilogy RIA
    Oct 2023 – no end date reportedCreve Coeur, MO
  4. Saxony Securities, Inc.
    Oct 2023 – no end date reportedSt. Louis, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Krilogy

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
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $500,0001.25%
  • Next $1.5 million1.00%
  • Next $2 million0.85%

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 PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
62
Offices listed on AdvisorFinder:
5
Main office:
St. Louis, MO
SEC file number:
801-69838

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

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Krilogy

Showing 12 of 62 in the directory

View Krilogy firm profile

Similar advisors in St. Louis, MO

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 Jeanne Maurer 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Karen Jeanne Maurer (Krilogy) - Fees & Credentials