Kara Wilcox

Investment Advisor Representative


  • Over 8 years of experience working with Prudential Life Insurance and helping advisors assist their clients 
  • 2 years of experience with LPL working directly with client’s retirement plans
  • Focused on helping clients reduce their administrative burdens and fiduciary risk.
  • Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.


  • Previous Firm- Prudential Life Insurance
  • Bachelor of Business from Grand Valley State University
  • Investment Advisor Representative (IAR)
  • Hold FINRA Series 6, 63, and 65 securities licenses with LPL Financial
  • Holds life & health insurance licenses 


Kara lives in Pinckney with her husband, Dustin. They have one son named Hayden and a golden retriever named Annabell. In her spare time Kara likes to travel and spend quality time with her family and friends. She is an avid sports fan and enjoys working out with TruFit in Pinckney. Kara also enjoys creating gift baskets as a hobby with her Mom. 

Phone 810-229-0731