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Louise Campbell Schatke

Kovack Advisors, Inc.

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About Louise Campbell Schatke

Louise Schatke is a financial advisor with Kovack Advisors, Inc. Louise has over 24 years of experience in the financial services industry. Louise specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Louise is registered with the following securities authorities: Colorado, Florida, Georgia, and South Carolina. Louise is also registered as an investment advisor in California, Colorado, Florida, Georgia, and Louisiana.

Firm Information

Louise Schatke is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Louise Schatke’s Registration & Firm History

GA

10/31/2014 - Present

Kovack Advisors, Inc. (MARIETTA GA)

GA

01/04/2010 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

GA

01/04/1999 - 12/31/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (MARIETTA GA)

AZ

04/04/1997 - 12/31/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

08/26/1994 - 11/11/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/23/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louise Campbell Schatke.
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