Unclaimed Profile

Karen Ann Klenk

ALPHA OMEGA GROUP, INC.·GREAT FALLS, Virginia

SIE, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredALPHA OMEGA GROUP, INC.

10130-E COLVIN RUN ROAD, GREAT FALLS, VA 22066CRD# 5667980Firm CRD# 159026

Profile Verification

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

Identity

Karen Ann Klenk · GREAT FALLS, VA

Registration

CRD #5667980 · ALPHA OMEGA GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALPHA OMEGA GROUP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Apr 2015 – May 2026

SADDLE BROOK, NJ

AOG WEALTH MANAGEMENT

May 2013 – Apr 2014

GREAT FALLS, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA OMEGA GROUP, INC.

CRD 159026 · SEC 801-77736

AUM

$341M

Regulatory assets under management

Employees

1,056 client accounts

Services offered by ALPHA OMEGA GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at ALPHA OMEGA GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Ann Klenk offer?

Karen Ann Klenk specializes in Financial Planning, Investment Management.

What are Karen Ann Klenk's credentials?

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

Where is Karen Ann Klenk located?

Karen Ann Klenk is based in GREAT FALLS, Virginia, last registered with ALPHA OMEGA GROUP, INC..

How does Karen Ann Klenk charge for services?

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

How large is ALPHA OMEGA GROUP, INC.?

ALPHA OMEGA GROUP, INC. has approximately 12 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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