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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Knade is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Karl has been in the industry since February 26, 1988 and has experience with several firms including RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, PFM, INC., THOMPSON, LAINE & CO., INC., DELAWARE DISTRIBUTORS,INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Karl is registered with FINRA and has a series 7, 24, 63, 65, 99TO and SIE license. Karl specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, Market Timing Services, Selection of Other Advisors and Educational Seminars. Karl is also the owner of KNADE FINANCIAL GROUP LLC.
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
MD
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (EASTON MD)
MD
03/09/2002 - 12/20/2006
RBC DAIN RAUSCHER INC. (EASTON MD)
MA
05/03/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MD
09/01/1997 - 05/06/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/23/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
PA
12/23/1992 - 12/12/1994
PFM, INC. (HARRISBURG PA)
CA
05/26/1992 - 09/09/1992
THOMPSON, LAINE & CO., INC. (LOS ANGELES CA)
PA
11/17/1986 - 06/05/1990
DELAWARE DISTRIBUTORS,INC. (PHILADELPHIA PA)
NA
06/18/1985 - 09/17/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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