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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Karstens is an investment advisor representative with Captrust, located in Omaha, NE. Michael has been in the financial services industry since 1984, with prior experience at firms including LINSco/Private Ledger Corp. and Equity Services, Inc. Michael holds several licenses, including Series 7, 24, 63 and 65. Michael specializes in advising individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Michael is a Certified Financial Planner™ and is active in both Nebraska and Texas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
08/19/2022 - Present
Captrust (Omaha NE)
SC
07/20/1984 - 09/03/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
05/25/1984 - 08/27/1984
EQUITY SERVICES, INC.
IA
Issued 04/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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