Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]
Zelos Capital Ltd. · Calgary, Alberta, Canada
Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is a fee-only financial advisor at Zelos Capital Ltd. in Calgary, Alberta, Canada, who holds the CFA, CFP and CA credentials.
What Kareen focuses on
Who Kareen works with
- Founders
Questions about Kareen
Is Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] a fee-only financial advisor?
Yes. Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
Where is Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] based?
Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is based in Calgary, Alberta, Canada.
What does Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] specialize in?
Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]'s specialties include founders (pre-exit) and tax planning. Kareen works with founders.
What credentials does Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] hold?
Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] holds the CFA, CFP, CA, CPA and ICD.D credentials.
How do I contact Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]?
Through Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]'s website, www.zelosglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Zelos Capital Ltd. |
|---|---|
| Based in | Calgary, Alberta, Canada |
| Credentials | CFA · CFP · CA · CPA · ICD.D |
| Website | www.zelosglobal.com |
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Other fee-only advisors in Calgary
Other advisors in Alberta who focus on founders (pre-exit)
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Zelos Capital Ltd. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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