1. Wealthminder
  2. Marlton, NJ
Karsten Holbein, financial advisor Marlton NJ

Karsten Holbein

CRD Number: 5608004
Current Firm: Blackrock Investment Management, LLC

Karsten Holbein (CRD# 5608004) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Marlton, NJ and has over 12 years of experience in the finance industry.

Similar Advisors
Joseph Abbruzzi, financial advisor Marlton NJ
Joseph R. Abbruzzi
CRD# 1272342
Lpl Financial LLC
Similar Advisors
Brandon Abe, financial advisor Marlton NJ
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Similar Advisors
Eric Abel, financial advisor Marlton NJ
Eric J. Abel
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fidelity Investments Marlton, NJ Jul 2020 - Current < 1
Blackrock Investments, LLC Princeton, NJ Nov 2014 - Jul 2020 5
Blackrock Princeton, NJ Oct 2014 - Jul 2020 5
Lord Abbett Jersey City, NJ May 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Karsten K. Holbein
By the Numbers
  • Total Assets Under Management
    314,936
    MILLIONS
  • Total Number of Accounts
    44,458
    ACCOUNTS
  • Average Account Value
    $7,083,902
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Karsten Holbein and other advisors.
BADGES

About Wealthminder

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.