# KAREN LYNN BOSCHERT

KAREN LYNN BOSCHERT is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with SAVANT CAPITAL,  LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | 2026-04-06 | present | Yes |
| [EXENCIAL WEALTH ADVISORS](https://search.stillhousedata.com/firm/130475) | 2020-06-09 | 2026-04-29 | — |
| [WILLINGDON WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/129613) | 2018-05-07 | 2020-07-10 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-10-21 | 2018-01-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-10-21 | 2018-01-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2013-05-02 | 2016-08-18 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2009-12-09 | 2011-06-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5450762)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5450762.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.