Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Wunderlich is a financial advisor who has been in the industry since 1983. He is currently registered with Cambridge Investment Research Advisors, Inc. He is a Certified Financial Planner and holds Series 6, 7, 24, 63, and 65 licenses. Karl has experience working with individuals, high net worth individuals, and retirement plans. He provides a range of services, including financial planning, investment management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
07/26/2010 - Present
Cambridge Investment Research Advisors, Inc. (NEENAH WI)
WI
05/11/1987 - 07/29/2010
MML INVESTORS SERVICES, INC. (NEENAH WI)
ND
12/23/1992 - 06/10/1996
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
05/11/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/28/1983 - 05/29/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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