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Karl R Brorson

Performance Trust Capital Partners, LLC

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About Karl R Brorson

Karl R Brorson is a financial professional with over 15 years of experience in the industry. Karl is currently registered with Performance Trust Capital Partners, LLC and holds Series 7, Series 66, and SIE licenses. Karl has been registered in multiple states including Illinois, Colorado, Connecticut, Indiana, Maine, Massachusetts, New Hampshire, New York, Ohio, Texas and Vermont. Karl is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Karl Brorson is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karl Brorson’s Registration & Firm History

IL

06/24/2008 - Present

Performance Trust Capital Partners, LLC (WHEATON IL)

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Licenses & Designations

IA

Issued 10/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Karl R Brorson.
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