KP
CFP
KP
CFP

Kara Jaleen Proctor

10 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
771 clients
Average Client Portfolio
$719K average
Assets Under Management
$554.3M

Fee Structure

Minimum Investment:$100K
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Location

309 W. Superior Street, Duluth, MN, 55802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kara is the treasurer for the Superior Douglas County Family YMCA board since 2021 and a past president and board member of the Duluth Superior Eco Rotary since 2019. These activities are not investment-related.

Employment History
Current Registrations
Midwest Professional Planners, LTD.
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Rsm US Wealth Management LLC
August 2013 - October 2019 · 6 yrs 2 mos
Raymond James & Associates, INC.
June 2013 - August 2013 · 2 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Kara Jaleen Proctor - Financial Advisor | TrueAdvisor