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RIA / WealthAdvisorCertified Financial Planner24 years in industry

KAREN ELIZABETH VAN VOORHIS

Advisor at AMERITAS ADVISORY SERVICES, LLC

NORWELL, MA | Natick, MA

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Search this name across graphsid dfx:ria:1fdeac6d-37cc-79ba-2ca7-bd7b6b7867cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERITAS ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 29, 2002
First registration: Mar 7, 2002
Dual registered: no
Other names: KAREN E. VAN VOORHIS|KAREN SITTS
IAPD individual key: 4573506

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	n/a	yes	Natick, MA\|NORWELL, MA	Current employment
AMERITAS ADVISORY SERVICES	Former SEC adviser	Mar 5, 2019	Nov 1, 2021	no	NORWELL, MA\|LINCOLN, NE\|Freeport, NY	Previous registration
LION STREET ADVISORS, LLC	Former SEC adviser	Feb 6, 2017	Dec 27, 2018	no	NEWTON, MA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 16, 2016	Feb 2, 2017	no	NEWTON, MA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jun 24, 2015	May 11, 2016	no	NEWTON, MA	Previous registration
LEXINGTON WEALTH MANAGEMENT, INC.	Former SEC adviser	Sep 26, 2011	May 18, 2015	no	LEXINGTON, MA	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Jan 3, 2005	May 3, 2010	no	WALTHAM, MA	Previous registration
TANAGER FINANCIAL SERVICES INC	n/a	Mar 7, 2002	Dec 16, 2004	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
LION STREET ADVISORS, LLC	AMERITAS ADVISORY SERVICES	Dec 27, 2018	Mar 5, 2019	68	Firm change	Ibd to ibd
KESTRA ADVISORY SERVICES, LLC	LION STREET ADVISORS, LLC	Feb 2, 2017	Feb 6, 2017	4	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	May 11, 2016	May 16, 2016	5	Firm change	Other
LEXINGTON WEALTH MANAGEMENT, INC.	NFP ADVISOR SERVICES, LLC	May 18, 2015	Jun 24, 2015	37	Firm change	Other
CALIBRE ADVISORY SERVICES INC.	LEXINGTON WEALTH MANAGEMENT, INC.	May 3, 2010	Sep 26, 2011	511	Firm change after gap	Other
TANAGER FINANCIAL SERVICES INC	CALIBRE ADVISORY SERVICES INC.	Dec 16, 2004	Jan 3, 2005	18	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283330:167610:MA:2017-02-02	Feb 2, 2017	Feb 6, 2017	NEWTON, MA	Firm change

Relationships

Registered with (8)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 1, 2021 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 5, 2019 to Nov 1, 2021factForm ADV
→ LION STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 6, 2017 to Dec 27, 2018factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 16, 2016 to Feb 2, 2017factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jun 24, 2015 to May 11, 2016factForm ADV
→ LEXINGTON WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 26, 2011 to May 18, 2015factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Jan 3, 2005 to May 3, 2010factForm ADV
→ TANAGER FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Mar 7, 2002 to Dec 16, 2004factForm ADV

Dated events

No dated event names this entity yet.