Unclaimed
Karsten Augustin is a financial advisor with Cetera Investment Advisers LLC. Karsten has been in the industry since 2019 and has experience working with a range of clients, including individuals, corporations, charitable organizations, and pension plans. Karsten specializes in helping clients with financial planning, portfolio management, and investment advisory services. Karsten holds a Series 63, Series 65, Series 7, and SIE license. Prior to joining Cetera Investment Advisers LLC, Karsten worked at Securian Financial Services, Inc., and Ameriprise Financial Services, 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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/12/2024 - Present
Cetera Investment Advisers LLC (MADISON WI)
MN
05/13/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/31/2019 - 05/03/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
IA
Issued 2/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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