Karin Wise (CRD# 5568486) is an Investment Advisor Representative working at Wise Asset Management LLC in Oceanside, CA and has over 13 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Asset Management LLC | Oceanside, CA | Jan 2022 - Current | 2 |
| Wise Management & Financial Services | La Jolla, CA | Oct 2008 - Current | 15 |
| Lifepro Asset Management LLC | San Diego, CA | Jan 2018 - Mar 2022 | 4 |
| Acas LLC | San Diego, CA | Jul 2015 - Dec 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$214,662
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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