Karl OrlowskiCRD Number: 5052541
Current Firm: Avantax Advisory Services
Karl Orlowski (CRD# 5052541) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Advisory Services||Moorpark, CA||Oct 2019 - Current||2|
|Avantax Investment Services, Inc.||Moorpark, CA||Oct 2019 - Current||2|
|Avantax Insurance Services, Inc.||Moorpark, CA||Apr 2019 - Current||2|
|1st Global Capital, Corp.||Moorpark, CA||Apr 2019 - Oct 2019||< 1|
|1st Global Advisors, Inc.||Moorpark, CA||Apr 2019 - Oct 2019||< 1|
|Summit Financial Consultants, Inc.||Westlake Village, CA||Feb 2012 - May 2019||7|
|Summit Financial Consultants, Inc.||Westlake Village, CA||Feb 2010 - May 2019||9|
|Triad Advisors, Inc.||Norcross, GA||Feb 2015 - Apr 2019||4|
|Lpl Financial||Westlake Village, CA||Feb 2010 - Feb 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.