Douglas Kartsen, financial advisor Avon CT

Douglas Kartsen

CRD Number: 5150347
Current Firm: Dak Financial Services, LLC

Douglas Kartsen (CRD# 5150347) is an Investment Advisor Representative working at Dak Financial Services, LLC in Avon, CT and has over 17 years of experience in the finance industry.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Dak Financial Services, LLC Avon, CT Apr 2016 - Current 7
Northstar Wealth Partners LLC West Hartford, CT Nov 2014 - Apr 2016 1
Lpl Financial Avon, CT Nov 2010 - Apr 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
Contact Info for Douglas A. Kartsen
Phone Number: 860-269-8130
Registered State(s):
  • CT
  • MA
Current Firm Details
Dak Financial Services, LLC
Firm's CRD Number: 283747
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $358,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, MA

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