Karen Kehres
Meyers Wealth Management · Columbus, Ohio
Karen Kehres is a fee-only financial advisor at Meyers Wealth Management in Columbus, Ohio. Meyers Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Meyers Wealth Management |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.93B across 860 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 2897936 |
| Exams passed | Series 63 (2004) · Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | meyerswealthmgmt.com |
How Karen's firm compares
- Meyers Wealth Management's average account is about $2.2 million, from its Form ADV (assets managed divided by 860 accounts).
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Questions about Karen
Is Karen Kehres a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Meyers Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Meyers Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Kehres based?
Karen Kehres is based in Columbus, Ohio.
Is Karen Kehres registered with the SEC?
Yes. Karen Kehres is registered as an investment adviser representative in OH and TX (CRD 2897936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meyers Wealth Management manage?
Meyers Wealth Management reports $1.93B across 860 accounts in assets under management.
How do I contact Karen Kehres?
Through Karen's website, meyerswealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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