Unclaimed Profile

Karen Morton Kruse

FIRST HORIZON ADVISORS, INC·MEMPHIS, Tennessee

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 63CFPClean record22 years registeredFIRST HORIZON ADVISORS, INC

4990 POPLAR AVENUE, MEMPHIS, TN 38117CRD# 2862059Firm CRD# 17117

Profile Verification

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

Identity

Karen Morton Kruse · MEMPHIS, TN

Registration

CRD #2862059 · FIRST HORIZON ADVISORS, INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST HORIZON ADVISORS, INC

FIRST HORIZON ADVISORS, INC

Mar 2023 – Jan 2026

Memphis, TN

FIRST HORIZON ADVISORS, INC

Oct 2013 – Jul 2021

MEMPHIS, TN

FTB ADVISORS, INC.

Dec 2011 – Oct 2013

MEMPHIS, TN

FIRST TENNESSEE ADVISORY SERVICES DEPT.

Feb 2004 – May 2007

MEMPHIS, TN

FTB ADVISORS, INC.

Feb 2004 – Mar 2012

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 63

Registration record

First registered · February 17, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

FIRST HORIZON ADVISORS, INC

CRD 17117 · SEC 801-78594

AUM

$12.4B

Regulatory assets under management

Employees

236

8,945 client accounts

Services offered by FIRST HORIZON ADVISORS, 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 FIRST HORIZON ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Karen Morton Kruse offer?

Karen Morton Kruse specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen Morton Kruse's credentials?

Karen Morton Kruse holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karen Morton Kruse located?

Karen Morton Kruse is based in MEMPHIS, Tennessee, last registered with FIRST HORIZON ADVISORS, INC.

How does Karen Morton Kruse charge for services?

Karen Morton Kruse'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 FIRST HORIZON ADVISORS, INC?

FIRST HORIZON ADVISORS, INC has approximately 236 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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