Unclaimed Profile

Karen Forslund Lare

WADDELL & REED, INC.·OVERLAND PARK, Kansas

SIE, Series 3, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record28 years registeredWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 1027556Firm CRD# 866

Profile Verification

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

Identity

Karen Forslund Lare · OVERLAND PARK, KS

Registration

CRD #1027556 · WADDELL & REED, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WADDELL & REED, INC.

WADDELL & REED

Jun 2010 – Jun 2019

RIVERSIDE, CA

WAMU INVESTMENTS, INC.

Apr 2005 – Feb 2009

IRVINE, CA

LINSCO/PRIVATE LEDGER CORP.

Dec 1997 – Jan 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · December 31, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WADDELL & REED, INC.

CRD 866 · SEC 801-16720

AUM

$33.2B

Regulatory assets under management

Employees

1,700

187,019 client accounts

Services offered by WADDELL & REED, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 WADDELL & REED, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Forslund Lare offer?

Karen Forslund Lare specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen Forslund Lare's credentials?

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

Where is Karen Forslund Lare located?

Karen Forslund Lare is based in OVERLAND PARK, Kansas, last registered with WADDELL & REED, INC..

How does Karen Forslund Lare charge for services?

Karen Forslund Lare's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADDELL & REED, INC.?

WADDELL & REED, INC. has approximately 1700 employees and manages $33.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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