DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Karen Lynn Boschert
Feed of 09/15/2026
Also filed as Karen L Boschert
At current firm
0 y
since Apr 6, 2026
In the industry
18 y
since Jan 3, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince Apr 6, 2026 · Huntersville, Nc
- Exencial Wealth Advisors formerJun 9, 2020 to Apr 29, 2026 · Oklahoma City, Ok
- Willingdon Wealth Management LLC formerMay 7, 2018 to Jul 10, 2020 · Huntersville, Nc
- Td Ameritrade Investment Management, LLC formerOct 21, 2016 to Jan 31, 2018 · Corte Madera, Ca
- Td Ameritrade, Inc. formerOct 21, 2016 to Jan 31, 2018 · Corte Madera, Ca
- Strategic Advisers LLC national BDMay 2, 2013 to Aug 18, 2016 · New York, Ny
- Strategic Advisers LLC national BDDec 9, 2009 to Jun 13, 2011 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Exencial Wealth Advisors to Savant Wealth Managementleft Apr 29, 2026, registered Apr 6, 2026 (-23 days) · corporate re-registration, not a move
- Willingdon Wealth Management LLC to Exencial Wealth Advisorsleft Jul 10, 2020, registered Jun 9, 2020 (-31 days) · RIA to RIA · moved with a team
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Jan 31, 2018, registered Oct 21, 2016 (-467 days) · channel change inside one enterprise, not a move
- Td Ameritrade, Inc. to Willingdon Wealth Management LLCleft Jan 31, 2018, registered May 7, 2018 (96 days) · Other · moved with a team
- Strategic Advisers LLC to Td Ameritrade Investment Management, LLCleft Aug 18, 2016, registered Oct 21, 2016 (64 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address