Karen DeBaker Joins Threshold Financial Partners

Karen DeBaker, a financial advisor formerly with Raymond James, has joined Ameriprise Financial's independent practice, Threshold Financial Partners, in De Pere, Wisconsin, led by Carey Somerville.

DeBaker, who started her career in 2014 at Edward Jones and moved to Raymond James in 2017, brings over $120 million in client assets to her new firm. She holds a Certified Financial Planner (CFP) designation. After considering several broker-dealers, DeBaker chose Ameriprise and Threshold Financial Partners because she believed they were superior to other options. Her decision highlights the appeal of Ameriprise's offerings and Threshold's leadership.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Karen DeBaker Joins Threshold Financial Partners

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company