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Karyn Michelle Wikoff

CLOVER FINANCIAL & INSURANCE SERVICES, INC.·ONTARIO, California
Series 7, Series 66Clean record18 years registeredCLOVER FINANCIAL & INSURANCE SERVICES, INC.
901 VIA PIEMONTE, SUITE 150, ONTARIO, CA 91764CRD# 5103031Firm CRD# 136969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karyn Michelle Wikoff · ONTARIO, CA
Registration
CRD #5103031 · CLOVER FINANCIAL & INSURANCE SERVICES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CLOVER FINANCIAL & INSURANCE SERVICES, INC.
TRINITY CAPITAL MANAGEMENT, LLC
Oct 2013 – Apr 2025
ONTARIO, CA
TRINITY FINANCIAL PARTNERS
Aug 2010 – Sep 2013
ONTARIO, CA
FINANCIAL NETWORK INVESTMENT CORPORATION
Aug 2008 – Dec 2008
LAS VEGAS, NV
PENSION PLANNERS SECURITIES, INC.
Jan 2008 – Aug 2008
ONTARIO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 10, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLOVER FINANCIAL & INSURANCE SERVICES, INC.
CRD 136969 · SEC 801-68517
Employees
1
Total firm employees
Services offered by CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Per Form ADV
Other
View all advisors at CLOVER FINANCIAL & INSURANCE SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Karyn Michelle Wikoff offer?
Karyn Michelle Wikoff is a registered financial advisor in ONTARIO, California.
What are Karyn Michelle Wikoff's credentials?
Karyn Michelle Wikoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karyn Michelle Wikoff located?
Karyn Michelle Wikoff is based in ONTARIO, California, last registered with CLOVER FINANCIAL & INSURANCE SERVICES, INC..
How does Karyn Michelle Wikoff charge for services?
Karyn Michelle Wikoff's firm is compensated through other: none for investmnt advise. hrly or fixed amnt for other bus. adv. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLOVER FINANCIAL & INSURANCE SERVICES, INC.?
CLOVER FINANCIAL & INSURANCE SERVICES, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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James Lee Fisher
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