Benjamin F. Edwards &
46yrs
Top advisor by experience in Madison
New
Karen Epp
Financial advisor at Edelman Financial Engines
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office2501 W Beltline Hwy Suite 405, Madison, WI 53713
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowEdelman Financial EnginesCurrent firm
Questions to ask Karen
Tailored to Karen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Karen
How do I contact Karen?
Call Edelman Financial Engines at 833-752-6333 and ask for Karen Epp. Karen works from the Madison, WI office.
How long has Karen been a financial advisor?
Karen is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Karen hold?
Series 65. Tap any license on this page to see what it allows.
Is Karen a fiduciary?
Karen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karen paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Karen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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