Brian KarstenCRD Number: 3001496
Current Firm: Cambridge Investment Research Advisors, Inc.
Brian Karsten (CRD# 3001496) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grandville, MI and has over 24 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
J.p. Morgan Securities LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2016 - Current||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2016 - Current||6|
|Vanderlugt, Mulder & Devries||Grandville, MI||Oct 2000 - Current||21|
|Hudsonville Floral & Gift Shop Inc.||Hudsonville, MI||May 1990 - Current||32|
|Transamerica Financial Advisors, Inc.||Kalamazoo, MI||Dec 1997 - Mar 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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