Unclaimed Profile

Karen Florence Messnick

BMO HARRIS FINANCIAL ADVISORS, INC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 24, Series 62, Series 63, Series 72, Series 99TOClean recordBMO HARRIS FINANCIAL ADVISORS, INC

115 S LASALLE STREET, CHICAGO, IL 60603CRD# 2000686Firm CRD# 137115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Florence Messnick · CHICAGO, IL

Registration

CRD #2000686 · BMO HARRIS FINANCIAL ADVISORS, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 62

Series 63

Series 72

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO HARRIS FINANCIAL ADVISORS, INC

CRD 137115 · SEC 801-64847

AUM

$5.1B

Regulatory assets under management

Employees

17,043 client accounts

Services offered by BMO HARRIS FINANCIAL ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BMO HARRIS FINANCIAL ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Karen Florence Messnick offer?

Karen Florence Messnick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Karen Florence Messnick's credentials?

Karen Florence Messnick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Florence Messnick located?

Karen Florence Messnick is based in CHICAGO, Illinois, working with BMO HARRIS FINANCIAL ADVISORS, INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Karen Florence Messnick charge for services?

Karen Florence Messnick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO HARRIS FINANCIAL ADVISORS, INC?

BMO HARRIS FINANCIAL ADVISORS, INC has approximately 35 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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