Karen Morse
626 Financial · Portage, Michigan
Karen Morse is a fee-only financial advisor at 626 Financial in Portage, Michigan. 626 Financial reports charging a percentage of assets on its Form ADV.
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Who they serve
- Founders
- Executives
- High earners
Facts
| Firm | 626 Financial |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $379.6M across 1,270 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2200990 |
| Exams passed | Series 63 (1992) · Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.626financial.com |
How Karen's firm compares
- 626 Financial's average account is about $299,000, from its Form ADV (assets managed divided by 1,270 accounts).
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Questions about Karen
Is Karen Morse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and 626 Financial 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, 626 Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Morse based?
Karen Morse is based in Portage, Michigan.
Is Karen Morse registered with the SEC?
Yes. Karen Morse is registered as an investment adviser representative in MI (CRD 2200990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 626 Financial manage?
626 Financial reports $379.6M across 1,270 accounts in assets under management.
How do I contact Karen Morse?
Through Karen's website, www.626financial.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
- 626 Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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