Our Team
Karen Doherty Karen Doherty
Director of Operations

Phone: 410-821-0089 
Fax: 410-821-5993 
E-mail: Karen@mosaicassetpartners.com

Karen manages the day to day operations in the office in addition to working closely with our clients.  Karen is an integral part of the success of Mosaic Asset Partners, LLC, ensuring that the office runs in a smooth and efficient manner and that our clients needs are handled as quickly as possible. 

Karen has over 30 years experience in the insurance and securities industries.  She currently holds the  Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser law Exam) license. Karen does not currently offer securities or advisory services through Kestra Investment Services, LLC.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Mosaic Asset Partners, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-7101.

Check the background of this financial professional on FINRA's BrokerCheck.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.