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Karen Marie Thompson

BRR OPCO, LLC·COLUMBUS, Ohio
Unclaimed Profile
1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 4169087Firm CRD# 106536
01

About

Karen Marie Thompson is a registered financial advisor based in COLUMBUS, Ohio, affiliated with BRR OPCO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRR OPCO, LLC
BUDROS, RUHLIN & ROE
AUM
$3.4B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BRR OPCO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4169087
Firm CRD# 106536
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Marie Thompson offer?
Karen Marie Thompson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Karen Marie Thompson's credentials?
Karen Marie Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Marie Thompson located?
Karen Marie Thompson is based in COLUMBUS, Ohio, working with BRR OPCO, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Karen Marie Thompson charge for services?
Karen Marie Thompson's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRR OPCO, LLC?
BRR OPCO, LLC has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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