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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 Wolfgang Suess is a registered investment advisor representative with Great Point Advisors, LLC, and is licensed in Alabama, Illinois and Massachusetts. Karl Wolfgang Suess has been in the industry since December 3, 2014. Karl Wolfgang Suess has worked at several firms, including Concorde Investment Services, LLC and Arete Wealth Management, LLC. Karl Wolfgang Suess is currently registered with the Securities and Exchange Commission and is also a licensed real estate agent in Illinois and Massachusetts. Karl Wolfgang Suess specializes in financial planning, selection of other advisors and portfolio management. Karl Wolfgang Suess's firm provides investment advisory services to individuals, high net worth individuals and corporations. Karl Wolfgang Suess has a strong track record of providing quality investment advice and is committed to helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/11/2022 - Present
Great Point Advisors, LLC (CHICAGO IL)
MA
10/23/2019 - 11/16/2020
CONCORDE INVESTMENT SERVICES, LLC (Boston MA)
IL
04/18/2016 - 10/15/2019
ARETE WEALTH MANAGEMENT, LLC (Chicago IL)
IL
07/24/2012 - 05/31/2013
RONIN CAPITAL, LLC (CHICAGO IL)
IL
03/25/2011 - 10/06/2011
303 EQUITY TRADING GROUP II, LLC (CHICAGO IL)
BOTH
Issued 05/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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