Kari Beyer

Kari Beyer

Senior Registered Financial Client Associate/Operations Manager

As a Senior Registered Financial Client Associate with Benjamin F. Edwards & Co., Kari is responsible for coordinating client services, including placing orders, providing quotes, researching information on stocks, companies, and products, providing portfolio performance reporting and estate processing, and coordinating qualified retirement plan setups and retirement plan rollovers.

Kari is a 1985 graduate of West Aurora High School and holds Series 7, 9, 10, 63 and 66 licenses.  As a North Aurora resident since 2009, she is a former board member of the Townhome Community Waterford Oaks and lives with her two “fur babies,” Mason and Milo.

Senior Registered Financial Client Associate/Operations Manager

Licenses:  Series 7, 9, 10, 63 &66

Investment History

1985-1989              Oberweis Securities

1989-1992               LaSalle Street Securities

1992-2007   -           A.G. Edwards

2007-2009   -           Wells Fargo

2009-2017   -           Stifel

2017-present          Benjamin F. Edwards & Co.

Education:

West Aurora H.S.

Community Service:

Waterford Oaks Townhome Community – Former Association Board Member

Family:

2 Fur babies Mason (Yorkie Poo) and Milo (Bichon Shihtzu)

Hobbies:

Spending time with family

Phone 630-313-2398