Unclaimed
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 a financial advisor registered with Charles Schwab & CO., Inc.. Michael has over 25 years of experience in the financial services industry and has held various roles at firms such as USAA Financial Advisors, Inc., Focused Investments L.L.C., and H&R Block Financial Advisors, Inc. Michael holds a Series 7, 9, 10, 24, 63 and 65 license. Michael is a Certified Financial Planner and offers financial planning services and portfolio management to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
05/23/2020 - Present
Charles Schwab & CO., Inc. (Chicago IL)
TX
03/13/2006 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IL
09/01/2005 - 02/28/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MI
08/21/2003 - 05/05/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
DE
02/01/2000 - 09/08/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
08/12/1998 - 07/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IL
01/02/1997 - 07/27/1998
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MN
01/17/1995 - 01/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/17/1995 - 01/10/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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