Karen Lewis has been an investment adviser representative at Genesis Private Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners.
Genesis Private Wealth, LLC is an Ashburn, VA firm with $482M under management, 308 clients and 3 advisers in one office, as of its July 2026 filing.
Karen M. Lewis is Managing Director and Financial Advisor of The Lewis Financial Group. She began her career in 1992, spent 33 years at Wells Fargo Advisors and joined The Lewis Financial Group in 2025. Her planning work covers retirement and education planning, wealth transfer and legacy building, and she assists clients with the financial aspects of divorce.
Karen Lewis’ longest registration was 25 years at Wells Fargo Advisors (2000–2025). Before joining Genesis Private Wealth in 2025, Karen Lewis was registered through Wells Fargo Advisors.
- The Lewis Financial GroupCurrent– present · 1 yearAshburn, VA · Adviser representative · Firm CRD 315692
- Wells Fargo Advisors– · 25 yearsPurcellville, VA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Genesis Private Wealth
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Karen Lewis is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- TexasSince 10 October 2025
- VirginiaSince 10 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 4 May 2004 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 19 November 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 5 November 2001 |
| Series 24 | General Securities Principal Examination | 13 May 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 1995 |
| Series 7 | General Securities Representative Examination | 24 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 October 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Karen M Lewis
- CRD
- 2294583
- Firm
- Genesis Private Wealth · CRD 315692
- Office
- 20755 WILLIAMSPORT PLACE, SUITE 140, Ashburn, VA 20147
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thelewisfinancialgroup.com
Where does Karen Lewis work?
Karen Lewis is an investment adviser representative registered through Genesis Private Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Karen Lewis a financial advisor?
Yes. Karen Lewis has a current investment-adviser registration in Texas and Virginia, through Genesis Private Wealth since October 2025.
How many years of experience does Karen Lewis have?
Karen Lewis has 33 years in the financial industry, since September 1993, across 2 adviser firms.
What exams has Karen Lewis passed?
Karen Lewis has passed 8 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 24, Series 9, Series 10 and Series 31. The earliest, the Series 6, was passed in September 1993. FINRA credited Karen Lewis with the SIE, which began in October 2018.
Where is Karen Lewis based?
Karen Lewis’ registered office is in Ashburn, VA.
Is Karen Lewis registered with FINRA?
No. Karen Lewis has no current broker registration.
How can I verify Karen Lewis’ record?
Search CRD 2294583 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Lewis’ full registration record.
