Karlyn R. Etheridge, CSEP®

Chief Compliance Officer

Karlyn is a registered principal with over 25 years of experience in the areas of advanced estate planning, funding of revocable and irrevocable trusts, lifetime gifting, postmortem administration, tax, and financial accounting. When you meet Karlyn you will understand why she is admired for her ability to communicate complicated estate planning issues in a way that is comprehendible. Karlyn enjoys reading, raising and promoting Belted Galloway cattle, traveling, and spending time with her family.

Certifications, Licenses, and Registrations

  • Registered Principal with Triad Advisors, LLC
  • Accident, Life, Health, Travel, and Variable Life/Variable Annuity Insurance Licenses
  • Certified Specialist in Estate Planning®

Education and Training

  • Series 7, 66, 53, 24
  • Bachelors Degree - Accounting; University of Wisconsin - Eau Claire (Magna Cum Laude)
  • Member: Wisconsin Institute of Certified Public Accountants