Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Losey is a financial professional with over 20 years of experience in the financial services industry. She is a Certified Financial Planner™ and is currently a Vice President - Wealth Advisor at Johnson Wealth Inc. Karla is registered with FINRA as a Registered Representative (Series 63) and has a record of working with high net worth individuals, corporations, and other businesses, pension and profit sharing plans, as well as charitable organizations. Karla offers portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
10/01/2024 - Present
Johnson Wealth Inc. (Madison WI)
Active
Inactive
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