Karen L. DeRose, CFP^®

CRPC^®

President & Managing Partner

DeRose Financial Planning Group

8755 W. Higgins Rd., Suite 200
Chicago, IL 60631

FINANCIAL ADVISOR'S WEBSITE

http://www.derosefpg.com/

(773) 867-3631 CONNECT WITH Karen

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Karen is a CERTIFIED FINANCIAL PLANNER® Professional and Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Karen DeRose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DeRose Financial Planning Group in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Karen is Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her clients include business owners, executives, and retirees. Her firm's philosophy is "Life Happens...Plan for It!" reflecting a focus on clients' personal and financial wellbeing by building, preserving and protecting their wealth. With over 21 years of experience, a dedicated professional service team and a long history of achieving desired results, she has a high level of client satisfaction. In the November 2010 - 2016 issues of Chicago Magazine she was listed as a "Five Star Wealth Advisor." In 2013 she was first to receive the Women's Choice Award in Chicago as a women advisor.

Financial Advisor Experience

Karen is a Certified Financial Planner Practitioner™, Chartered Retirement Planning Counselor, a Registered Representative, Collaborative Law Fellow with the Collaborative Law Institute of Illinois (financial divorce neutral) and a member of the Financial Planning Association (FPA). She holds her FINRA Series, 6,7,63 and 66 and is licensed to provide Life & Health in several states. She is Past Chairman to the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors and also past Chairman of the Women's Advisors WISE Group.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPC

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer

Karen DeRose is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor Member SIPC (8755 West Higgins Road, Suite 200. Chicago, Illinois 60631). Insurance offered through Lincoln affiliates and other fine companies. DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN 1382825-010416.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances