Kara Branson has been an investment adviser representative at Singer Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Singer Wealth Management, LLC is a firm with $119M under management, 135 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Kara Branson’s longest registration was 4 years at Ameriprise Financial Services, LLC (2020–2025). Before joining Singer Wealth Management in 2026, Kara Branson was registered through Ameriprise Financial Services, LLC and UBS Financial Services Inc.
- Singer Wealth ManagementCurrent– present · under a yearMissoula, MT · Adviser representative · Firm CRD 299603
- Ameriprise Financial Services, LLC– · 4 yearsMissoula, MT · Adviser representative · Firm CRD 6363
- UBS Financial Services Inc.– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Kara Branson is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- MontanaSince 7 July 2026
- WashingtonSince 7 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2016 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 29 September 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 30 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1998 |
| Series 7 | General Securities Representative Examination | 22 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kara Marie Branson
- CRD
- 3065833
- Firm
- Singer Wealth Management · CRD 299603
- Office
- Missoula, MT
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Kara Branson work?
Kara Branson is an investment adviser representative registered through Singer Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kara Branson a financial advisor?
Yes. Kara Branson has a current investment-adviser registration in Montana and Washington, through Singer Wealth Management since July 2026.
How many years of experience does Kara Branson have?
Kara Branson has 24 years in the financial industry, since December 2001, across 3 adviser firms.
What exams has Kara Branson passed?
Kara Branson has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in July 1998. FINRA credited Kara Branson with the SIE, which began in October 2018.
Where did Kara Branson work before Singer Wealth Management?
Before Singer Wealth Management, Kara Branson was registered through Ameriprise Financial Services, LLC, October 2020 to January 2025; UBS Financial Services Inc., June 2016 to April 2019.
Where is Kara Branson based?
Kara Branson’s registered office is in Missoula, MT.
Is Kara Branson registered with FINRA?
No. Kara Branson has no current broker registration.
How can I verify Kara Branson’s record?
Search CRD 3065833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kara Branson’s full registration record.
