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Parker Karen

Karen Parker

Financial Program Coordinator

Phone Number: 920.783.2317

Fax Number: 920.208.5308

Karen Parker is the Financial Program Coordinator at KCU Investment & Retirement Services located at Kohler Credit Union. She assists the department by overseeing document retention, focusing on employee engagement, preparing client communications, and ensuring appointment preparedness.

Prior to her current role at KCU Investment & Retirement Services, Karen has helped support several departments at Kohler Credit Union since she joined the team in 2007. With over 15 years’ experience in the financial industry and knowledge across the organization, Karen’s expertise and dedication is unmatched. Most recently, Karen was the commercial lending specialist who assisted the business department with administrative needs.

Karen enjoys giving back to her community by assisting with fundraising efforts for numerous organizations including Children's Hospital of Wisconsin and the American Heart Association. She also supports worthwhile causes for autism as well as suicide awareness. In her spare time, Karen enjoys spending time with her husband, children and grandchildren. When she is not making family memories, she enjoys motorcycling, traveling and visiting extended family and friends in upper Michigan.

Check the background of the investment professional on FINRA’s BrokerCheck.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA
or Any Other Government Agency
Not Credit Union Guaranteed Not Credit Union
Deposits or Obligations
May Lose Value

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