Broker Check

Recognition

Karen receiving Lincoln Financial Network's Inaugural The WISE Group Innovator Award in 2019 for her efforts in promoting women in business and the greater community:


Karen DeRose recognized as one of the "Women to Watch" 2016 by Investment News:


Karen DeRose featured in Women at the Top in Financial Services, a Research Study 2015. Karen is shown in the picture below at the book signing in Maryland:

DeRose FPG's Awards & Recognition

  • Awarded as a Five Star Wealth Manager for the 9th Year running as featured in Chicago Magazine
    DeRose FPG Chicago 5 Star Wealth Advisor: 2012 - 2020[1]
  • Recipient of Lincoln Financial Network's Inaugural The WISE Group Innovator Award: 2019[2]

  • InvestmentNews announces Karen L. DeRose as a Winner of the Inaugural Women to Watch Award 2015[3]

  • Received Metropolitan Report's Client's Choice Award for Best Financial Planner in Chicago: 2019[4]
  • Featured in a book, Financial Services: Women at the Top: A WIFS Research Study: 2015 by Arthea Reed & Diane Dixon[5]

  • Awarded the Woman's Choice Award for Financial Advisors consecutively from 2013 - 2020[6]

  • Awarded as part of the Women in Insurance & Financial Services Circle of Excellence for 2011 - 2020 (Including a two-time Infinity Award Winner in 2018 and 2019 for highest reported income as featured in Advise Her magazine's December 2019 issue)[7]

  • Awarded as one of the "13 Top Financial Advisors - Chicago, Illinois" 2015 by AdvisoryHQ[8]

  • Awarded as one of the "Top 10 Best Financial Advisors in Chicago, IL" 2016 by AdvisoryHQ[8]
  • Awarded as one of the "Top 10 Best Financial Advisors in Chicago, IL" 2017 by AdvisoryHQ[8]



DeRose FPG in the News

  • Featured in a September 4th, 2007 story for Investment News on the virtues of a client-centric financial planning practice

  • Featured in a December 29th, 2010 story for NBC 5 Chicago discussing Money Minded New Years Resolutions

  • Featured in a January 27th, 2014 New York Daily News article as a MoneyPro on the value of a home equity line

  • Featured in a July 13th, 2015 Investment News article discussing wealth transfer to the next generation

  • Listed as Women's Choice Award Recipient in USA Today's August 14th, 2014 issue
  • Featured in the September 2015 Suit Magazine issue discussing how she learns about client's goals and ambitions before designing a financial plan to fund them

  • Featured in the September-October 2015 Plan Advisor for a feature discussing working with family members

  • Listed as 20 "Women to Watch" by Investment News in the November 23rd, 2015 issue

  • Listed as the Women's Choice Award Recipient in USA Today's March 28th, 2016 issue

  • Featured in an interview by ProAdvisor Magazine on Investing, WISE & Multi-Gen Planning

  • Featured in the June 2016 Journal of Financial Planning article titled "Nurturing: One Way to Succeed at Succession"
  • DeRose FPG was named one of the Top 20 Financial Advisors in Chicago by Expertise - May 2017



Karen's Board Leadership

  • 2012-13 Chairman of the prestigious Resource Group, an assembly of the top 200 planners within Lincoln Financial Advisors Corp.

  • Served as past Chairman of the WISE Group, Lincoln Financial Network's Women Advisory Group 2013-2016 (Click here to read more)

  • Spirit Air, LLC 2016 Board Member (Click here to learn more)


 



[1] The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $7,700 was paid for a digital profile and tailored posts shared on social media, full page print profile in Chicago magazine, and e-Print profile in Fortune magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

[2] The WISE Group Innovator award criteria take into account a range of factors, including experience level, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to The WISE Group for the nomination or receipt of the award. No fee was paid for the award. The award was independently granted and membership in an organization was not required. Working with a WISE Group Innovator award recipient is no guarantee of investment success.

[3] The "Women to Watch" award is sponsored by Investment News and nominations, including self-nominations, are judged by specific criteria-success, leadership, ability to effect change, willingness to help other female professionals and community service. We applied for the award. Neither the advisors nor their parent firm pay a fee to Investment News for the nomination, receipt or promotion of the award which was independently granted.  Membership in an organization was not required.

[4] Metropolitan Report’s Client’s Choice Best Financial Planner award criteria take into account a range of factors, including experience level, certifications, reviews, prior awards, civil involvement, and other outstanding achievements before a final voting process occurs for the top 20 finalists to be voted by local clients. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to The WISE Group for the nomination or receipt of the award. A fee of $400 was paid for a glass award plaque. The award was independently granted and membership in an organization was not required. Working with a Metropolitan Report's Client’s Choice Best Financial Planner award recipient is no guarantee of investment success.

[5] The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. We applied for the award. Neither the advisors nor their parent firm pay a fee to the Women’s Choice Award Financial Advisor Program for the nomination or receipt of the award. A fee of $500 was paid for recognition in the national edition of USA Today print newspaper and in the e-edition of the NY zone of the USA Today. The award was independently granted and membership in an organization was not required. Working with a Women’s Choice Award Financial Advisor Program award recipient is no guarantee of investment success.

[6] WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 57 members qualified for this distinction with reported combined income of $21 million. We applied for the award. Neither the advisors nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 was paid for the recognition and a commemorative glass award. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.

[7]  The authors of the book, Financial Services: Women at the Top: A WIFS Research Study, sought out women working in the financial services industry, taking into account a range of factors, including experience level, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what it takes to be a successful woman in financial services. We were independently selected to be featured in the book. Neither the advisors nor their parent firm pay a fee to the book authors to be featured in the book. No fee was paid to receive the book. The book feature was independently granted and membership in an organization was not required. Working with a financial advisor featured in the book Financial Services: Women at the Top: A WIFS Research Study is no guarantee of investment success.

[8] The AdvisoryHQ Financial Advisor/Financial Planning Firm award criteria take into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs. AdvisoryHQ reviews and ranks advisory and investment companies only. They do not review or rank people (financial professionals, investment individuals, etc.). We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to Advisory HQ for the nomination or receipt of the award. No fee was paid for the award. The award was independently granted and membership in an organization was not required. Working with an Advisory HQ award recipient is no guarantee of investment success.