DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

KARINE RENEE BEARD

Advisor at CLARUS WEALTH ADVISORS, LLC

PEORIA, AZ | Castle Rock, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae86b399-43d3-cd97-5578-0539f7d3d1a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 28, 2001 to Sep 14, 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: CLARUS WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jan 19, 1999
First registration: Dec 28, 2001
Dual registered: yes, broker-dealer
Other names: KARINE HERBST|KARINE R HERBST
IAPD individual key: 1021375

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
CLARUS WEALTH ADVISORS, LLC	Independent wealth	Aug 15, 2017	n/a	yes	Castle Rock, CO\|PEORIA, AZ	Current employment
WFG ADVISORS, LP	Former SEC adviser	Aug 21, 2009	Aug 31, 2017	no	CASTLE ROCK, CO	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Feb 13, 2009	Aug 24, 2009	no	PEORIA, AZ	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 28, 2001	Feb 4, 2009	no	HOUSTON, TX\|PHOENIX, AZ	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
WFG ADVISORS, LP	CLARUS WEALTH ADVISORS, LLC	Aug 31, 2017	Aug 15, 2017	-16	Firm change	Other
ASSOCIATED SECURITIES CORP.	WFG ADVISORS, LP	Aug 24, 2009	Aug 21, 2009	-3	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	ASSOCIATED SECURITIES CORP.	Feb 4, 2009	Feb 13, 2009	9	Firm change	Other

Relationships

Registered with (4)

→ CLARUS WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 15, 2017 to presentfactForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Aug 21, 2009 to Aug 31, 2017factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Feb 13, 2009 to Aug 24, 2009factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 28, 2001 to Feb 4, 2009factForm ADV

Dated events

No dated event names this entity yet.